Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger

Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger

Hello again podcast listeners!! In this episode of Wine and Dime, I sit down with Joe Messinger. Joe is a Co-Founder of both Capstone Wealth Partners and College Aid Pro. Both of these firms focus on helping college students, and their parents make sound decisions on how to plan for college. As many of you know, this is a topic near and dear to my heart. I truly enjoyed my conversation with Joe and I think you all can get a lot out of this episode. So sit back with you favorite Cab Franc and enjoy the episode!

E0039 - "Just hoping this B.S. pays off." College Planning with Joe Messinger

Amy Irvine

Download

Joe Messinger, CFP®, ChFC®, CLU®

CO-FOUNDER & DIRECTOR OF COLLEGE PLANNING

Professional Bio:

16 years of financial services experience

B.S. from Penn State in 2000

Certified Financial Planner (CFP®) in 2014

Chartered Financial Consultant (ChFC®) in 2011

Member of FPA (Financial Planning Association)

Columbus Business First “Forty Under 40” Class of 2013

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, Collegewise, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. In addition, he regularly provides continuing education for Certified Public Accountants and Certified Financial Planners™ through the Financial Planning Association, XY Planning Network, and Ohio Society of Certified Public Accountants. He has also been published in the Journal for Financial Planning.

Capstone Wealth Partners

The Millennium
6037 Frantz Rd. – Ste 104
Dublin, OH 43017

Phone: 614.754.7805
Email: [email protected]

We chose the name “Capstone” to reflect our firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). We included “Partners” in the name to signify our intent with client relationships – that is, a real partnership built on trust and not just a one-time sales transaction.

College Aid Pro™

College Funding Services (CFS) and Capstone College Partners have joined to create a brand-new college planning software for financial advisors, College Aid Pro™. As thought-leaders in the neglected area of helping families navigate the college-funding maze, CFS and Capstone College Partners are both dedicated to raising the bar in college funding advice.

Gen X parents will tell you their number one financial concern is paying for their children’s college, but financial advisors aren’t trained to help families effectively in this area. College Aid Pro™ was developed the make creating a detailed college plan for your clients easier, leading to better financial outcomes.

With the changing college-funding landscape, financial professionals can no longer simply tell families to save more. Helping financial advisors end the student loan crisis one family at a time, College Aid Pro is the premier tool for serving Gen X clients in a...

Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger

Hello again podcast listeners!! In this episode of Wine and Dime, I sit down with Joe Messinger. Joe is a Co-Founder of both Capstone Wealth Partners and College Aid Pro. Both of these firms focus on helping college students, and their parents make sound decisions on how to plan for college. As many of you know, this is a topic near and dear to my heart. I truly enjoyed my conversation with Joe and I think you all can get a lot out of this episode. So sit back with you favorite Cab Franc and enjoy the episode!

E0039 - "Just hoping this B.S. pays off." College Planning with Joe Messinger

Amy Irvine

Download

Joe Messinger, CFP®, ChFC®, CLU®

CO-FOUNDER & DIRECTOR OF COLLEGE PLANNING

Professional Bio:

16 years of financial services experience

B.S. from Penn State in 2000

Certified Financial Planner (CFP®) in 2014

Chartered Financial Consultant (ChFC®) in 2011

Member of FPA (Financial Planning Association)

Columbus Business First “Forty Under 40” Class of 2013

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, Collegewise, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. In addition, he regularly provides continuing education for Certified Public Accountants and Certified Financial Planners™ through the Financial Planning Association, XY Planning Network, and Ohio Society of Certified Public Accountants. He has also been published in the Journal for Financial Planning.

Capstone Wealth Partners

The Millennium
6037 Frantz Rd. – Ste 104
Dublin, OH 43017

Phone: 614.754.7805
Email: [email protected]

We chose the name “Capstone” to reflect our firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). We included “Partners” in the name to signify our intent with client relationships – that is, a real partnership built on trust and not just a one-time sales transaction.

College Aid Pro™

College Funding Services (CFS) and Capstone College Partners have joined to create a brand-new college planning software for financial advisors, College Aid Pro™. As thought-leaders in the neglected area of helping families navigate the college-funding maze, CFS and Capstone College Partners are both dedicated to raising the bar in college funding advice.

Gen X parents will tell you their number one financial concern is paying for their children’s college, but financial advisors aren’t trained to help families effectively in this area. College Aid Pro™ was developed the make creating a detailed college plan for your clients easier, leading to better financial outcomes.

With the changing college-funding landscape, financial professionals can no longer simply tell families to save more. Helping financial advisors end the student loan crisis one family at a time, College Aid Pro is the premier tool for serving Gen X clients in a more effective and holistic way. You’ll soon find yourself working faster and with a more thorough college plan than ever before.