Blog | Min Read 4

The College Visit Scorecard and Money Questions Your Clients Need to Ask

College Visit

When the calendar turns to March, many families start to plan college visits. High school sophomores and juniors hit the road over spring break and summer vacation to tackle an important (and fun!) part of the college search—the college visit. Physically walking a campus can be key to finding the perfect one.

We have some suggestions to make the college visit successful, some important money questions to answer, and a tool your clients can use to keep track of it all.

First…“Don’t fall in love!”

Friend of Capstone, Beth Probst, likes to say in her Tips for the College-Bound presentations: “Don’t fall in love.”

But wait! Don’t your clients want their student to “love” the campus?

What she means is “don’t fall in love” without knowing a bit about the college. This scenario happens all the time. Your clients are passing through Nashville (or some other town). They say, “Hey, let’s just stop and stroll around Vanderbilt while we’re here.” Vanderbilt is lovely with trees and traditional brick buildings. Everything you expect a great college campus to be. After your clients have wandered around, they get in the car and realize their student is in love.

Then they find out…Vanderbilt costs over $73,000 in 2019/20. Their merit scholarship is very competitive with only the top 1% receiving a scholarship. Gulp! Suddenly, you have a student who is in love with a college way beyond what your clients can afford. (We don’t mean to be picking on Vandy! We could easily find hundreds of similar examples.)

What is your client to do?

First and foremost, they need to have the money conversation with their child. We have a blog dedicated to this topic. Parents are often hesitant to discuss money with their children, but in this case, students need to be on the same starting page with mom and dad. All the future college conversations will be so much easier when they’re all coming from the same place.

Now, everyone has a good foundation to know where the family is financially. They can begin to search, and once they have narrowed down the list to a manageable size, register for an official college visit at each.

Always make it “official.”

Another of Beth’s tips, don’t just wander onto a campus (like in the Vanderbilt example above). Your client should register in advance for an “official” college tour. In the admissions process, colleges will look at a student’s demonstrated interest. An official tour tells the college the student has visited and is interested, a valuable piece of info when an admissions official is reviewing thousands of applications.

Now that your clients are there…

What questions do they need to be asking? You can refer you clients to several great lists. (They can also Google “college visit tips” and find article after article with suggestions.)

More than enough questions in these resources to cover every possible situation!

It can get confusing!

Time for college visit bingo. What do we mean? If your clients visit very many colleges, they will discover a pattern. Each official visit will probably have an introductory presentation given by a wonderfully enthusiastic college representative. Families often find they are hearing the same things as if they had a bingo card with boxes to check off. There are several key points that most colleges share and want to draw your client’s attention to – like study abroad programs, internships, nationally-recognized majors, brand new facilities, world class professors, diverse study body, safe campus, small class sizes, etc. Each college will start to sound the same.

So, stay organized.

We have created a Campus Visit Scorecard your clients can use to keep track of each visit. Mark their preferences, take good notes, every bit of information will help their student later when all these visits start to blur together.

Now…those questions pertaining to money matters.

Your clients may (or may not) be surprised to learn that the actual cost of the college does not come up on a standard college tour. (Sometimes it might, but oftentimes it won’t.)

On the college visit, your client’s family may not get to speak with someone in the financial aid office. Sometimes, they will have to go an extra step to find out more detailed information than the general tour will provide. They should ask those questions specific to their family’s situation.

As an aside, prior to the official visit, they should do some online homework and see if the college’s website has some of this information detailed for them.

  • How much is the total cost? Be sure your clients include extras like room and board, fees, parking, gas, travel to and from home, off-campus housing, etc. Some of these costs may be hard to estimate, but awareness of pricing relative to other colleges is valuable. (A note on off-campus housing, the official tour will show a sample freshman dorm. Find out where upperclassmen live. What are the costs?)
  • How is aid awarded? What types are available? These questions will depend on a family’s situation. If they are a need-based candidate, does the college meet a student’s full need? If the student is a merit candidate, how does the university structure awards? Is it a competitive process? Do they last for all four years?
  • To be considered for merit scholarships, when is the application due? Many colleges ask that those wanting to be considered for merit scholarships apply early decision with due dates in November or December of the senior year. Recently, we have seen deadlines as early as mid-October.
  • If work-study is something your client’s family qualifies for and is considering, find out how much campus jobs will pay.
  • What percentage of graduates have student loans and how much are those loans? A handy tool to find this information is
  • How does a student apply for financial aid? FAFSA? CSS Financial Aid PROFILE®? When will a student receive their financial aid award letter? (The waiting period between learning a student is accepted and finding out how much it will actually cost is really hard on a student!)

Remember, some of this information will be available on the college’s website. 

When your clients have the chance to ask the financial questions, tell them to take the time to ask about the things applicable to their family’s situation (divorce, merit, disability, need, etc.). All the collected information will help your client’s student make an informed decision about the perfect college for them to fall in love with.

Originally published 2/2018
Updated 3/2020

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