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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