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Financial Answer Center


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

$

$

$

$

$

$

$

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Securities and insurance products are offered through Osaic Institutions, INC., Member FINRA/SIPC. Osaic Institutions, INC. and FB Wealth Management, a division of First Bank, are not affiliated. We do not provide tax advice. Consult your tax advisor. NOT Bank Deposits NOT FDIC-Insured HAVE NO Bank Guarantee NOT Insured by any Federal Government Agency May Go Down in Value