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Freshman Year Financial Checklist

From category Business Development
Now that graduation is behind them, entering college freshman will soon begin shopping for laptops, twin sheets and university spirit gear for the fall.  However, what parents really need to send their kids to college with is financial advice.Now that graduation is behind them, entering college freshman will soon begin shopping for laptops, twin sheets and university spirit gear for the fall. However, what parents really need to send their kids to college with is financial advice.

With graduation season upon us, parents of expectant college students will soon begin scouring a number of stores to purchase items off of their future campus dweller’s dormitory checklist.

Many of your own clients will be among the crowds sifting through jam-packed aisles in search of calculators, twin sheets and plenty of school spirit apparel.  After all, they have spent months, even years, of saving and following your college planning strategy to send their kids to university. Some of them may think…

“What’s one day of waiting in an out-the-door line for a laptop that my son ‘just has to have’ for college?”

Little do these dedicated moms and dads know, there is one item that each incoming freshman actually has to have that can’t be found in a sea of shoppers—financial advice.  It is important that your clients fiscally prepare their recent graduates for the next four years, just as they would for any other life decision.

Luckily, they have you to lead them in the right direction to help ensure that their students can steer clear of the financial downfalls many college students face. Below is a Freshman Financial Checklist for you to provide to your clients’ incoming college students.

Freshman Financial Checklist
Click on the image to download or print a PDF version of the checklist.

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