1. Knowledge Base
  2. Financial Fit Tab

How To Use The Financial Fit Tab

How to video and Q & A

This KBA is part of our New Member Guide and follows closely with the CounselMore Training Program. Click here to return to the New Member Guide

How to use Financial Fit from your CounselMore account.

 

Learn how to use the Financial Fit College Financial Planner in CounselMore to understand the financial fit of a specific college in less than 5 minutes.

  • Understand college costs
  • See how far your savings and cash will stretch
  •  Find the best financing options
  •  Compare multiple colleges

 

🚧   It's CounselMore's opinion that only licensed college financial planners can ethically hand out college financial planning advice. The CounselMore tool is not a financial planning tool. The Financial Fit tool is a reference tool for the counselor.

👍   In the Student and Parent portal, private financial information can be entered and stored by the family, at the family's discretion, in their own Financial Fit tab. This is not visible to the Counselor. The family must choose to download their financial pdf and share it with the Counselor. Most conveniently, by uploading directly into their files tab/Google drive folder in their Student/Parent portal(s).

 

This KBA is part of our New Member Guide and follows closely with the CounselMore Training Program. Click here to return to the New Member Guide