Parent Name   Instructions  
Student Name  
SFC Advisor   1.  Please make an entry in each field.  
Date
  2.  Do not leave blanks.  
      3.  Complete the cash flow tab first.  
NET MONTHLY INCOME Enter Amount   4.  Then, click on the Questions tab.  
Parent 1 Net Monthly Income   5.  Complete all the questions.  
Parent 2 Net Monthly Income   6.  Click Submit.  That's it.  
Social Security          
Child Support          
Alimony          
Pension          
Other          
TOTAL MONTHLY INCOME          
NET MONTHLY EXPENSES Enter Amount        
Rent/Mortgage (1)        
Home Equity Loan        
Car Payment 1        
Car Payment 2        
Car Payment 3        
Credit Card Payment (2)        
Other Loan Payment        
Life Insurance        
Property Taxes        
Auto Insurance        
Health Insurance        
Homeowner insurance        
Electricity        
Water/Propane        
Heat        
Telephone        
Food & House Supplies        
Clothing        
Medical/Dental        
Car Fuel/Repair        
Tuition        
Gifts & Charity        
Books, Magazines & Publications          
Vacations & Camps          
Music, Dance & Lessons          
Student Sports & Athletics          
Trash removal          
Cable/Internet Svc          
ATM Withdrawals          
Other          
TOTAL MONTHLY EXPENSES          
NET INCOME (CASH FLOW)3          
             
             
             
Note 1:  Do not include taxes and escrow amounts here.
Note 2:  If you pay for gas, groceries, etc on your credit card and pay the balance        
             in full each month, do not list the payment here.  Put your expenses in the  
             detail line items.  If you carry a balance, enter the payment here.  
Note 3:  If cash flow is negative, please explain on next page or rework the numbers.
Amount saved for college for this student
Amount you expect student to save from summer earnings
Amount you expect from relatives, gifts and other sources
Your willingness to incur personal debt from 0-100%  
Your willingness to have your student incur debt from 0-100%  
Max student debt you can tolerate ($27,000 max federal loans)
Use box below for explanations/comments:
Thank you for completing the form.  Please print a copy for your records and click SUBMIT.