Your Personalized College Funding Plan

In your PDF report:

• Executive summary — annual budget per child, total savings, funding gap
• Goal tracker — visual ring showing percentage of goal funded
• Per-child breakdown — individual results for each child with start/end years
• ±10% contribution scenarios — what happens if you save more or less
• Overlap stress test — confirmation your accounts survive simultaneous college years
• 529 beneficiary split recommendation — how much to roll into each child's account and when
• Account drawdown strategy — which accounts to tap first and why
• Year-by-year projection — account balances from today through graduation
• When to stop contributing — the year your accounts are fully funded
• Milestone calendar — key dates and actions for your family
• Methodology — full explanation of all assumptions and calculations

In your Excel workbook:

• Assumptions sheet — all your inputs in editable yellow cells
• Year-by-year sheet — formula-driven projections that update when you change inputs
• Scenarios sheet — model different contribution levels
• Milestones sheet — color-coded action calendar
• 529 Split Plan sheet — recommended split amounts with year-by-year growth