FinDash Docs ยท Reviewed 2026-08-09
Education Planning
Create education funding goals and apply them to planning scenarios.
Education Goals
Use the Education goal template when a client is planning for tuition, school expenses, or a college-funding target. The goal captures target amount, timing, priority, category, and optional tiered funding.
Cash Flow Integration
Education goals can generate the required savings and/or future expense rules for a selected cash-flow scenario. This lets My Plan show the impact of funding the goal instead of keeping the education target isolated from the projection.
Funding Analysis
Use the funding preview to compare monthly or annual funding needs under different return assumptions. When the family has a 529 or other education account, add it in Net Worth and review owner, beneficiary, tax treatment, and current value.
Tiered Planning
Use tiered funding when a family wants to compare basic, comfortable, and ideal versions of the education plan. Advisors can decide which tier should be active before applying the goal to a scenario.
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