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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

$

$

$

$

$

$

$



Investments and Insurance products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY


Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities LLC or its affiliates.