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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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.