Tell us about your family finances

Answers are used only to build your personalized walkthrough. We never share, sell, or store beyond your delivery.

Basics

Parent's nameStudent's name *

Email *

Family structure

Parent marital statusHousehold sizeKids in college

Finances

Household incomeNon-retirement assets (savings, brokerage, 529)Retirement accounts (401k, IRA) are NOT counted. Only taxable savings and 529 assets.

Home ownershipPrimary residence NOT counted on FAFSA (but is on CSS Profile).Self-employed / small biz owner?

Anything else we should know?

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