Schools

College Financial Planning Curriculum


College Money Method offers counselors a new way to support students and families of diverse backgrounds on college financial planning and the financial aid process.

Families receive a comprehensive, actionable guide to paying for college and how financial aid supports their goals that is well-timed, approachable and empowering for students.

The need: Increasing support for the whole student

With the growing cost of college and complexity of the financial aid process, students and families are asking high school counselors for education, guidance and specific direction on paying for college and the rules of receiving financial aid.

With a diverse student community and commitment to equity, schools are looking for ways to better support the whole student, including financial well-being in the next stage of life – college. This curriculum does just that.

Comprehensive education plus planning for each year of high school

This series of interactive workshops provides education, information and planning tools to your students and families for every year of high school.

It introduces key topics on planning for the cost of college and the financial aid process in the appropriate school year. Each workshop builds on the last to guide families from year to year with timely knowledge and actions they need for greater financial aid success.

Moving families beyond learning to active planning

Every workshop comes with planning tools which allow students and their parents to move beyond passive learning and build a personal plan for college budgeting and the financial aid process.

The workshop format allows for information to fit that specific group of families, providing a personal approach for each session.

Partnership focused on your school, your students

From day one, I collaborate with the counseling team to customize the curriculum to fit with current support for financial aid and overall programming.

I build on your strengths and ensure the curriculum is personalized to the families that you serve, while offering families increased knowledge about the specifics about how financial aid works for different family types.

Interested in learning more? Contact me.