[Natfinwellness] Budgeting for Completion

[Goebel, Paul]

We offer graduating students specialized, self-selective personal coaching services. Our department partnered with our Financial Aid Office to offer graduating student loan borrowers a personal student loan exit counseling informational session. Our FA colleagues identified the websites we needed to walk the graduating students through during the 30-minute sessions. In addition, we receive the email lists of all graduating students from our Enrollment Management Office. We use the list for a targeted marketing campaign promoting our coaching sessions. We adapt our normal coaching session to focus on a more transitional planning session. Providing financial transition plans whether students are joining the work force or entering graduate school.

P-

PAUL F GOEBEL, CPFM
Director
UNT Student Money Management Center
940.369.7761 | Chestnut Hall 313

AFCPE Outstanding Financial Counseling Center of the Year
Your life is a reflection of your thoughts. If you change your thinking, you change your life. -Dr. Wayne W. Dyer

Succeed at UNT:
Show up.  Find support.  Get advised.  Be prepared.  Get involved.  Be persistent.



From: Natfinwellness [mailto:natfinwellness-bounces at lists.osu.edu] On Behalf Of Ashton, Bryan
Sent: Friday, April 29, 2016 12:50 PM
To: natfinwellness at lists.osu.edu
Subject: [Natfinwellness] Budgeting for Completion

Hi All -

I hope that everyone is enjoying the end of the academic year!  I had a quick question - are any institutions doing mandatory or voluntary budgeting for completion exercises (i.e. asking students to fill out a financing plan for their time at your institution).

If so -


1)     When are you implementing the ask

2)     What tools are you using to assist them in the process (i.e. is there any coaching)

3)     Are there any structured follow ups for those that do not have a plan in place

Thank you all!

Bryan

[The Ohio State University]
Bryan Ashton
Assistant Director
Office of Student Life Student Wellness Center
B130 RPAC, 337 Annie and John Glenn Ave, Columbus, OH 43210
(614) 230-8190 Office
ashton.53 at osu.edu<mailto:ashton.53 at osu.edu> swc.osu.edu<http://swc.osu.edu/>

Join us June 15th-17th for The National Summit on Collegiate Financial Wellness<http://www.nscfw.org/>

EDUCATIONAL SERVICE ONLY; NO ADVICE IS PROVIDED
Scarlet and Gray Financial Coaching is an educational service only. We do not provide investment, legal, debt consolidation, debt management or tax advice. The information provided is for general educational purposes only, and is not intended to substitute for the advice of your investment, legal, tax advisors and/or credit counselors or to be the basis of specific trading, investment or debt consolidation and management activities. If you need investment, legal, tax advice, and/or credit counseling, please consult with one of these professionals.

The links to third-party financial resources are provided as a convenience for informational purposes only.  Neither The Ohio State University or its Student Wellness Center endorses or approves any of the products, services or opinions of the entities or individuals associated with these links.  The Ohio State University and its Student Wellness Center bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.


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