Financial Well-being Consultations

Our personal consultations are confidential sessions between a student and a Financial Well-being professional. A consultation targets specific needs and creates a personalized action plan for financial success.

Preparation

Bring or have access to the following financial documents:

  • Bank account statements
  • Credit card statements
  • Loan information
  • A list of your expenses and income

Benefits

  • Learn how to wisely spend and save money throughout college
  • Increase knowledge of important financial topics and build money management skills
  • Understand how to manage credit and debt
  • Gain the skills to be financially successful throughout life

Frequently Asked Questions