The Lovett School
2023-24 Workshop and Resources for
College Financial Planning and the Financial Aid Process
This workshop and resources guide you through the senior-year application process to complete timely and accurate applications and help advocate for your unique circumstances. It includes how to research, track and apply for merit aid from colleges.
Planning Resources
Action #1: Plan and prepare for applications
Win #1: Get ahead and make it easier to apply
Gather all the information and documents you’ll need to complete applications on time. CSS Profile opens October 1, with deadlines for Early Decision and Early Action applications as early as November 1. Even with the FAFSA’s late opening in December, take action to be prepared as soon as it’s available.
CSS Profile colleges | Online resource
Wondering which colleges require the Profile? Here’s a list provided by the College Board. Remember to always confirm full application requirements on each college’s financial aid website.
Financial documents for 2024-25 FAFSA and CSS Profile | Checklist
Checklist of the financial documents and information you need to complete your financial aid applications.
How to create a Federal Student Aid (FSA) ID | Video (5:21)
FSA IDs are required by the student and one parent to complete the FAFSA. Create this ahead of time to avoid any delays in completing your FAFSA.
Financial aid process for single, separated or divorced parents | Guide
Understand the different rules and requirements for single, separated or divorced parents submitting the FAFSA and CSS Profile.
Action #2: Research and track merit scholarship opportunities
Win #2: Apply for every merit dollar at your colleges
College merit scholarships don’t always follow the same process and deadlines as the admissions applications. Take time and go to each college website to learn about every scholarship you’re eligible for.
College Merit Aid Tracker | Tool
Use this tool to keep track of merit scholarship applications and deadlines for the colleges on your list.
Action #3: Complete CSS Profile & FAFSA
Win #3: Submit accurate applications and be best positioned for awards
Filling out financial information is stressful, especially when it determines future financial aid awards. These resources guide you on how to accurately but fairly complete your applications.
How to report investments on FAFSA & CSS Profile | Calculator
FAFSA and CSS Profile have different rules on the investments, like 529 Plans, you need to report. Avoid over-reporting your assets by using this easy calculator.
Guide to completing the 2024-25 CSS Profile | eBook
This guide offers question-by-question instructions on how to complete the CSS Profile, organized by application sections.
2024-25 CSS Profile Live! walk-through | Video
Screen-by-screen instructions on how to complete and submit the 2024-25 CSS Profile recorded on October 7, 2023, including chapters for each section of the application.
2024-25 FAFSA video walk-through | Video (29:38)
Screen-by-screen instructions on how to complete and submit the Free Application for Federal Student Aid (FAFSA), including chapters for each section of the application.
FAFSA Live! Registration | Workshop on January 13
Join this one-hour, screen-by-screen walkthrough of the FAFSA. There will be an additional hour for Q&A. Submit your questions ahead of time using the registration form.
Watch workshop recording
The recording includes chapters marking specific topics for easier navigation and viewing.