Smarter plans for all chapters of life

Next Chapter Funding is a financial planning platform built for young adults and families who want to turn life's biggest milestones into clear, actionable plans. We start with education — the chapter most families feel least prepared for — and give you practical tools to estimate college costs, compare savings options like 529 plans, custodial accounts, and Roth IRAs, and explore state-specific programs and schools that fit your child.

Our planner walks you through your child's goal, the ways to fund it, the aid and credits that can lower the cost, and the local details that matter where you live. Every estimate is paired with plain-language guidance, so you understand the trade-offs before you act. Projections are educational estimates, not investment, tax, or legal advice.

Next Chapter Funding is built and guided by The Callari Group, a family-led planning team led by Jennifer Conner, Senior Vice President, Senior Financial Advisor. The team brings real family experience to every plan and is available to talk through your family's goals whenever you're ready.