Calculating Your Family Contribution

Set aside about five to ten minutes. Estimate figures to save time. If a recent tax return is handy, use it to help you.

We'll provide you an individualized calculation of Family Contribution and an estimate of possible cost-savings, if any. All information is kept strictly confidential, subject to the Code of Professional Ethics and Responsibility of the International Board for the Certification of Financial Planners.

Here's what you need to do to start the process:

  1. Use your printer to print our FC data collection form.
  2. Fill in all information needed for the calculation.
  3. Send us the form via U.S mail or e-mail.
For information security reasons, we're recommending that you mail us the form, although e-mail will work, too.