Bold Action Plan

The four stages of BOLD (Save, Plan, Prep, Manage) are all about accomplishing your goals. These action plans list all the things you need to do so you can easily track your progress and stay organized.

The Parents & Students list helps you and your child—starting as early as kindergarten— save, plan, and prepare for life after high school.

The Adults list is for everyone 18+ who wants to manage their finances, solve their financial challenges, and get on track to affording the things they need.

Parents & Students

K-5

Grade Task Stage
K Set-up direct deposit into your child's SAVE account Save
K Talk about your child's career pathway with an advisor at their school Plan
K Attend SAVE night Save
K Regularly visit an MSUFCU branch with your child to make deposits Save
K Make a deposit in school during MSUFCU's monthly visits Save
1 Attend SAVE night Save
1 Regularly visit an MSUFCU branch with your child to make deposits Save
1 Make a deposit in school during MSUFCU's monthly visits Save
2 Attend SAVE night Save
2 Regularly visit an MSUFCU branch with your child to make deposits Save
2 Make a deposit in school during MSUFCU's monthly visits Save
3 Attend SAVE night Save
3 Regularly visit an MSUFCU branch with your child to make deposits Save
3 Make a deposit in school during MSUFCU's monthly visits Save
4 Attend SAVE night Save
4 Regularly visit an MSUFCU branch with your child to make deposits Save
4 Make a deposit in school during MSUFCU's monthly visits Save
5 Attend SAVE night Save
5 Regularly visit an MSUFCU branch with your child to make deposits Save
5 Make a deposit in school during MSUFCU's monthly visits Save
5 (Parents) Attend Financial Empower Center for the first time. Review budget, credit score, and establish goals Manage

6-8

Grade Task Stage
6 Make a deposit into your SAVE account when MSUFCU visits your school Save
6 Visit an MSUFCU branch regularly with your parent to make deposits Save
6 Students complete Pledge Ceremony and Future Scholar Certificate in school Plan
7 Students attend the JA STEAM Dream Fair for Girls in school Plan
7 Students attend the Skilled Trades Exploration Day for Boys in school Plan
7 Make a deposit into your SAVE account when MSUFCU visits your school Save
8 Students take field trip to Wilson Talent Center Plan
8 Make a deposit into your SAVE account when MSUFCU visits your school Save
8 (Parents) Attend Financial Empowerment Center Save

9-12

Grade Task Stage
9 Attend a Promise-qualified high school or home school Plan
9 Set up direct deposit for your first job into your SAVE account Save
9 Students complete MiCareer Quest in school Plan
9 Students take field trip to MSU for campus visit and tour Plan
9 Research college & career opportunities Prep
9 Meet your guidance counselor and discuss your task list Prep
9 Consider volunteering, colleges like to see that on your resume Prep
9 Discuss college, career, and payment options with parent/guardian Prep
10 Attend a Promise-qualified high school or home school Plan
10 Students visit MSUFCU for a tour Save
10 Take field trip to Lansing Community College (Main Campus) for a visit and tour Plan
10 Students meet with guidance counselor. Discuss academic strengths/weakness, college/career path, and task list Prep
10 Take PSAT Prep
10 Research college & career opportunities Prep
10 Enroll in AP and IB courses Prep
10 Get a summer job or internship Prep
10 Save for college Prep
10 Practice for SAT Prep
10 Volunteer Prep
10 (Parents) Attend FEC to review expected postsecondary education costs Save
11 Attend a Promise-qualified high school or home school Plan
11 Participate in Groundhog Day Job Shadowing Experience Plan
11 Take field trip to Olivet College for campus visit and tour Plan
11 Build a list of colleges and careers of interest Prep
11 Take the PSAT (National Merit Scholar Award) Prep
11 Meet with college admissions representatives Prep
11 Attend college fairs Prep
11 Discuss colleges with your guidance counselor/college advisor Prep
11 Visit colleges Prep
11 Take SAT Prep
11 Enroll in AP and IB courses Prep
11 Research college scholarships Prep
11 Create resume Prep
11 Apply for application fee waivers Prep
11 Fill out college applications Prep
11 Submit college applications for early admission Prep
11 Sign up for Parchment to submit high school transcripts Prep
11 (Parents) Attend FEC to discuss student loans, parent plus loans, and cosigning on loans Save
12 Attend a Promise-qualified high school or home school Plan
12 Learn about Tuition Incentive Program (TIP) Prep
12 Apply for Tuition Incentive Program (TIP) Prep
12 Access your SAVE account for postsecondary expenses Save
12 Complete FAFSA Plan
12 Apply to Michigan State University Plan
12 Apply to Olivet College Plan
12 Apply to Lansing Community College Plan
12 Apply to college, university, or training school Plan
12 Apply for Lansing Promise Scholarship Plan
12 Take or retake SAT Prep
12 Verify and submit college applications for regular admission Prep
12 Fill out FAFSA and/or CSS Profile on College Board Prep
12 Make sure colleges receive your applications Prep
12 Receive acceptance letters Prep
12 File your income taxes Prep
12 Research and submit scholarships Prep
12 Decide where to go to college Prep
12 Consider work-study to help pay for college Prep
12 Pay college enrollment deposit for next fall Prep
12 Take AP and IB exams Prep
12 Attend college academic orientation Prep
12 Sign up for college classes Prep
12 Activate and check your college email Prep
12 Attend FEC to discuss student loans and begin "adulting" Save

How to use the action plan

The action plan walks you through the steps you'll take with BOLD. Save it to your computer and check off each step as you complete them.

To save it to your computer:

  • View the action plan on Google Docs
  • In the top-left of your screen just under "Action Plan" click File→Download→PDF Document
  • At the next screen click Export in the top right corner

To make your own editable copy in Google Docs:

  • View the action plan on Google Docs
  • In the top-left of your screen just under "Action Plan" click File→Make a copy→OK

Why is the action plan important?

Because BOLD offers various ways to accomplish your goals, the action plan makes it easier to visualize your progress. It breaks down all the steps you'll take with us, so you can keep track of what you've done and plan for what you'll do next.