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College Funding


Worksheet: Putting It All Together

Use the following worksheet to help you determine where the money is going to come from to pay for each year of school. Writing it down forces you to think through all the pieces of your plan, and helps you be realistic about how you are really going to fund the costs.

Putting It All Together Worksheet

Year

Cost

Investments

Loans

Financial Aid

Scholarships

Other

Surplus or Shortfall

Freshman

$

$

$

$

$

$

$

Sophomore

$

$

$

$

$

$

$

Junior

$

$

$

$

$

$

$

Senior

$

$

$

$

$

$

$

Total

$

$

$

$

$

$

$

Year

Cost

Investments

Loans

Financial Aid

Scholarships

Other

Surplus or Shortfall

Freshman

$

$

$

$

$

$

$

Sophomore

$

$

$

$

$

$

$

Junior

$

$

$

$

$

$

$

Senior

$

$

$

$

$

$

$

Total

$

$

$

$

$

$

$

Year

Cost

Investments

Loans

Financial Aid

Scholarships

Other

Surplus or Shortfall

Freshman

$

$

$

$

$

$

$

Sophomore

$

$

$

$

$

$

$

Junior

$

$

$

$

$

$

$

Senior

$

$

$

$

$

$

$

Total

$

$

$

$

$

$

$


1 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


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