Key Takeaways
- CBRG was born from real-world experience. Co-founders Steven Sirot and David Slater pivoted from traditional financial planning after recognizing the complexity families face in paying for college.
- Most families don’t have a ‘boatload of money’ saved. That reality inspired a more strategic, comprehensive approach to college planning.
- What started as financial advising became a mission. Helping families navigate college affordability evolved into the foundation of CBRG’s work.
Video Transcript
The Unexpected Start
Q: What inspired you to become a college financial planner?
I came into it kicking and screaming, to be completely honest.
I already had a successful financial and insurance practice before I started this work. So my original mindset around paying for college was very traditional:
Meet with families when their kids are born, come up with a savings strategy, and invest in all the right places—so that by the time the kids turn 18, there’s a boatload of money ready to pay for the exorbitant cost of college.
But of course, that’s not how things always go…
Related CBRG Blog Resources
- Why College Planning Specialists?
- Avoiding College Funding Pitfalls
- CBRG Simplifies Financial Aid for Families
- The Power of a Personalized College Plan
Schedule Your Free Consultation
College is expensive. Planning shouldn’t be overwhelming.
Schedule your free consultation and discover how CBRG helps families pay for college smarter—not harder.