Charlotte + Arbol
School, work, life, money. It can all pile up fast.
You might be trying to make sense of what you still owe. You might feel like your aid is not stretching far enough. Or you may just want help figuring out what to do next.
UNC Charlotte is using Arbol to help you get a clearer picture of your finances before meeting with a Financial Wellness Coach, so you can walk in with better questions and walk out with a better sense of what comes next.
Whether this is your first session or a follow up, you can get started here.
A tool UNC Charlotte uses to help you make sense of college costs.
Arbol helps you break down your costs, see where a gap may still exist, and figure out what steps may be worth looking at next. It is designed to help you understand what is going on before your meeting, so you can make better use of your time with a Financial Wellness Coach.
Helps students make the numbers work with more clarity and confidence
Arbol helps you understand your college costs more clearly, spot gaps, and explore next steps that may help you move forward.
- Understand your costs more clearly - See a clearer breakdown of tuition, housing, fees, and other college costs.
- Get guided next steps - Explore options that may help you move forward based on your financial picture.
- Connect to campus resources - See support options and resources that may help you address affordability questions.
- See where gaps may exist - Identify where your current aid and resources may not fully cover your total costs.
- Build a clearer plan - Organize your next steps with a better understanding of what college may actually cost.
- Move forward with confidence - Make your next decision with a clearer picture of your costs and options.
These videos walk you through each part of Arbol so you know what to do, what you are looking at, and how to move through the app step by step.
How to Pre-Register Your Arbol Account
If you have been invited to use Arbol, this is the first step. Registering your account helps you get set up quickly so you can access your personalized financial planning experience when it is time to log in.
In this video, you will see how to:
- Register your account
- Confirm your information
- Set up your access
- Get ready to start using Arbol
How to Find and Download Your College Bill
Your college bill is one of the most important documents you will use in Arbol. It shows the funding and costs you may already have and gives you a stronger starting point for building your plan.
In this video, you will learn:
- Find your college bill
- Download the document
- Understand why it matters in Arbol
- Get ready to use it as part of your plan
How to Make Sense of Where You Stand
Once your information is in Arbol, the "Where You Stand" section helps you understand your financial picture. This is where you can review your estimated costs, available funding, and remaining balance all in one place.
In this video, we walk through:
- Understand what the numbers mean
- Review your current college cost picture
- See what Arbol is showing you
- Understand why this information matters
How to Build Your Plan in Arbol
This is where Arbol helps you turn information into action. The Build Your Plan section helps you explore ways to close your gap, compare your options, and create a plan that fits your situation.
In this video, you will see:
- Work through your plan in Arbol
- See how different choices affect your remaining balance
- Explore options for closing your gap
- Build a clearer path toward enrollment
How to Take Action on Your Plan in Arbol
A plan only works if you can put it into action. Arbol helps you focus on what to do next, where to start, and how to move forward step by step.
In this video, you will learn:
- Take action on the plan you built
- Understand your recommended next steps
- Stay organized as you move forward
- Focus on where to start
Meet individually with a Financial Wellness Coach to discuss your financial situation, ask questions, and explore practical next steps. This meeting provides an opportunity to talk through your situation, receive guidance, and gain greater clarity on what to do next.
Schedule Your Meeting
Schedule a meeting with a Financial Wellness Coach today!
Start by using Arbol so you can come into the conversation with a clearer understanding of your finances and a better sense of what you want to ask.
It is encouraged. UNC Charlotte is using Arbol to help you prepare for coaching conversations and make them more useful.
For questions about coaching support, meeting logistics, or Financial Wellness Coaching sessions, contact the UNC Charlotte Niner Finances team.