Saving for College Simplified


A practical course that will take new or newish parents from wondering when to start saving for college to understanding when, how much, and HOW to actually start saving.  


Baby in Harvard Onesie

College costs could be $600K+ in 18-years.*  

Does covering that huge cost scare you? 

You're not alone.  It scares us too. 


You need advice that breaks that BIG number down so you understand what that REALLY means if you want to start saving today.  


Our course skips the jargon, helps new or newish parents understand which accounts to use, and what buttons to press to actually get started.  If you're already saving for college but you aren't sure you're saving enough, this course will help you calculate your "number" so you can sleep better at night.


This course includes:

- Exercises to get you and your partner on the same page about WHAT you're saving for (Tuition only? Public versus private?)

- Detailed overview of the difference between different education savings accounts

- Review of common investing options within a 529 and what they mean

- Video of your instructor opening up a 529 down to which buttons to press

- How to find the link so your friends and family can contribute to your child's 529

Have a lot of financial goals and aren't sure where college fits in? 


Saving for college should ONLY happen after you have taken care of your OWN financial foundation. 

If you're paying off credit card debt or aren't saving ~12-15% of your pre-tax income for retirement, this course is not for you.  Getting your financial house in order is one of the greatest gifts you can give your children.  


Our on-demand money bootcamp can help you kick debt and take charge of your financial future.


*Assumes private school including room and board (currently ~$50,770 / year) and 6% / year annual education inflation. 


what you get

With the Saving for College course, you receive:

  • 2 easy-to-digest modules (37 minutes and 13 minutes respectively)
  • Excel workbook with 3 exercises to help you decide what you're saving for (e.g., public versus private school?) and how much you need to save. 
  • 12-month access to the materials and recordings
  • Answers to questions like "What are the tax perks of a 529? And what are the advantages of opening one in my own state versus out of state?"
Your Investment = $59 for the class 

All of our courses come with a 30-day money back guarantee.  We stand by our products and want to support you in achieving your goals.


See the course curriculum here

Join the Saving for College course

A year from now, your kids will be one-year closer to starting college -

what's stopping you from taking control of your money today? 


SATISFACTION
100% 
guarantee

100% Satisfaction Guarantee for 30-Days

100% of class fees are refundable within 30 days of purchase if the class materials did not meet your needs

Frequently asked questions

Should I take this class if I'm not sure if I'm ready to save for college? 

If you have high-interest debt like credit card debt or if you're just starting to build an emergency fund or save for retirement, saving for college is probably NOT the right next step for you.  Our live and on-demand money bootcamps may be a great tool to help you build a strong financial foundation.  The saving for college course is probably not right for you. 


While we all want to give our children the most opportunity possible, if we don't take care of our own financial health, we can become a burden to our children in the future.  Like they tell you on the airplane, put on your oxygen mask, aka build your own strong financial foundation, before you focus on theirs. 

What's the time commitment and what is included?

This course includes two recorded modules.  The first class is ~37 minutes in length and the second class is ~15 minutes.  This course also includes 2 Excel exercises to help you determine your education savings philosophy (aka WHAT you're saving for) and the calculate how much you need to save for college each month.  


Outside of the class recordings, the homework should take ~1 hour but may involve a longer conversation with your partner or community as you think through what you want to save for and how saving for college trades off with other financial goals you may be working on. 


How much does class cost?

The Saving for College course costs $59.  If you would invest this in a workout class or a nice dinner out, why wouldn't you show your financial life the same love?  We promise this class will have a higher ROI!  Plus, we offer a 30-day satisfaction guarantee. If you're not happy and you let us know within 30-days, we will give you your money back.   We have never had anyone ask for a refund on one of our classes!

If we have already started saving for college, will this course still add value? 

If you have already started saving for college, but you're not sure that you're saving enough OR if you're approaching your investments the right way, this class is for you.  We will walk through a calculator that helps you estimate how much you need to save for college toggling a few key variables.  We will also walk through the investment options available in a 529 and how to weigh the risk / reward profile of different options depending upon the age of your child. 

Do you offer closed-captioning?

Yes, all of the videos in class come with closed-captioning so you can follow along more easily.  

Do you offer an audio-only version of the class? 

While we recommend that you watch the video portion of module 2 (which buttons to press when opening up a 529), both courses can be streamed on your phone and you can listen to audio only while you're on the go.  You can then go back and rewatch relevant sections with video as you have questions or want to see the numbers in front of you!

Meet Your Instructor

The program is facilitated by Eryn Schultz, a 2015 Harvard MBA with a passion for helping you take charge of your financial future.   Eryn is also a new mom saving for her son and her and her husband's financial future. Unlike other financial education programs, Eryn is 100% focused on education and does not pitch any products or receive affiliate commissions. Eryn has presented to women's groups at Amazon, Schlumberger, Harvard Business School, and Kellogg Business School, and has lead hundreds through her Money Bootcamps Her work has been featured in national publications CNBC, NPR, Real Simple & Poets & Quants.

Eryn Schultz, MBA

My goal is to help YOU take charge of your financial future.  Taking small actions today can up to hundreds of thousands of dollars in the future. 

Founder of Her Personal Finance

What's Inside This Course

The Saving for College Curriculum

Getting Started: Choose your Education Savings Philosophy

  • Welcome, What to Expect & Course Tips
  • Excel: Determine your Education Savings Philosophy.  What are we saving for? (Public versus Private University?  Room and board or just tuition?)

Saving for College: Are you ready to save?  Where and how much should you save?

  • Financial Basics Overview: Are you ready to save for college?
  • What are the different accounts that you can use to save for college?  How does a 529 compare to a Roth IRA or a Coverdell account? 
  • Excel Exercise: Calculate how much you need to save for college by month or year depending on the age of your child or children and your savings goals.
  • Quiz question on 529 plans

How to Open up a 529 Plan

  • If you decide a 529 is right for you, how do you decide which plan to open? 
  • Video recording with step-by-step guide to opening up a 529 including which buttons to press
  • Discussion of different investing options within a 529 and what an age-based fund is
  • Quiz questions testing comprehension

Course Wrap

  • How do you track your net worth over time? 
  • What changes do you want to make after this class? What systems do you want to use to hold yourself accountable?



College is expensive

Ready to start saving for College?

This class is NOT for:

  • Anyone not planning to send their children to college in the United States
  • Anyone with credit card debt or without an emergency fund.  Focus on these goals before saving for college!
  • Anyone not yet saving for their own retirement.  Future you comes first!