Comprehensive Financial Planning
Your roadmap to financial success—personalized, strategic, and built around your goals.
Financial Coaching
Overwhelmed by debt? Struggling with financial stress? Discover how financial coaching helps you take control of your money, break old patterns, and build the foundation for lasting wealth.
Comprehensive College Planning
Make college affordable with a strategic funding plan tailored to your family’s goals.
Student Loan Planning
Student loans don’t have to hold you back—let’s build a plan that works for you.
Investment Management
Invest with confidence—tailored strategies to grow and protect your wealth.
Insurance Planning
Insurance isn’t just protection—it’s part of a strong financial strategy.
Small Business Retirement Plans
Smart retirement plans for business owners and their teams.
Planning for Business Owners
Smart financial planning helps your business thrive today and into the future.
Employee Benefits for Business Owners
Stronger benefits, stronger business—support your employees today.
Medical and Health Planning
Take control of your health care costs with smart planning.
What is Comprehensive College Planning
College is one of the biggest financial decisions your family will make. Comprehensive planning helps you prepare with confidence, save more, and avoid costly student loan mistakes.
Benefits of Comprehensive College Planning
Worried about how to pay for college without drowning in debt? Melissa Cox, CFP® helps families simplify the college planning process, cut education costs, and build a smart student loan strategy—without sacrificing retirement.
The College Pre-Approval™ Process
Wondering how much college your family can actually afford? College Pre-Approval™ reveals your real college budget and helps you make debt-smart decisions before it's too late.
Merit and Need
Every Dallas student has a unique path to college. Whether your student has high merit, high need, or both—we help you build a strategic plan for college funding without overborrowing.
College Funding Options
Worried about how to pay for college? Explore expert strategies to cut costs, secure aid, and avoid student loan traps—plus grab your free College Money Report™ to plan with confidence.
Stages in College Planning
Most families get into a school before figuring out how to pay for it. Let’s flip the script. Learn how to save for college, save on college, and save after college—with a proven financial planning process.
How to Tackle Student Loan Debt After Graduation: A Future-Focused Strategy
Are you a high-income Dallas professional, business owner, or parent facing student loan debt? Discover smart, strategic repayment plans and ways to cut college costs—before and after graduation.
Succession Planning for Business Owners
When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans...
