Financial Decisions

Comparing Financial Aid Packages

How to make smart financial decisions when offers arrive

"We got our financial aid letters and I have no idea which one is better."

This panic hits thousands of families every April. You've done the hard work - applications, FAFSA, scholarships. Now you're staring at financial aid letters that look like they're written in code.

Here's how to decode those letters and make decisions that won't leave you drowning in debt four years from now.

Understanding Financial Aid Letters: The Basics

What Every Aid Letter Should Tell You:

Cost of Attendance (COA)

Total cost for one year

Critical

Expected Family Contribution (EFC) or Student Aid Index (SAI)

What you're expected to pay

Critical

Financial Need

COA minus EFC

Aid Offered

Breakdown of grants, scholarships, loans, and work-study

Critical

Net Cost

What you'll actually pay after aid

Critical

Red flag: If any of these numbers are missing or unclear, call the financial aid office immediately.

Types of Aid in Your Package:

Free Money (Keep This)

Grants:Based on financial need, don't need to be repaid
Scholarships:Based on merit, don't need to be repaid
Work-Study:Earn money through campus jobs

Money You'll Pay Back

Federal Direct Loans:Government loans with fixed rates
Parent PLUS Loans:Federal loans for parents
Private Loans:Bank loans (usually worst option)

The Real Numbers That Matter

Look Beyond the Total Aid Amount

Misleading comparison:

School A

$60,000 cost, $40,000 aid

"Wow, $40,000 in aid!"

School B

$45,000 cost, $25,000 aid

"Only $25,000 in aid"

What actually matters:

School A

$60,000 cost, $40,000 aid

$20,000 net cost

School B

$45,000 cost, $25,000 aid

$20,000 net cost

They cost the same despite different aid amounts.

Calculate Your True Cost

Total Cost - Grants - Scholarships = Your Real Cost

Don't subtract loans from cost - you'll pay those back with interest.

Example breakdown:

• Total Cost: $50,000

• Grants: $15,000

• Scholarships: $10,000

• Loans offered: $8,000 (don't subtract)

• Work-study: $2,000 (don't subtract)

Your real cost: $50,000 - $15,000 - $10,000 = $25,000

Comparing Packages: The Step-by-Step Process

Step 1: Create a Comparison Spreadsheet

Columns you need:

School name

Total cost of attendance

Grants (free money)

Scholarships (free money)

Total free money

Loans offered

Work-study offered

Net cost (cost minus free money only)

Four-year total cost

Step 3: Look at the Four-Year Picture

Four-year projection example:

Year 1$50,000 cost$20,000 aid$30,000 net
Year 2$52,000 cost$20,000 aid$32,000 net (if aid doesn't increase)
Year 3$54,000 cost$20,000 aid$34,000 net
Year 4$56,000 cost$20,000 aid$36,000 net

Total: $132,000 over four years

Decoding Different Types of Aid

Loans: Understanding Your Debt

Federal Direct Subsidized Loans (Best Loans)

  • Interest: Government pays while you're in school

  • Limits: $3,500-$5,500 per year depending on year in school

  • Who qualifies: Students with financial need

Federal Direct Unsubsidized Loans

  • Interest: Accrues while you're in school

  • Limits: $5,500-$12,500 per year (includes subsidized amount)

  • Who qualifies: All students regardless of need

Parent PLUS Loans

  • Interest rate: Higher than student loans (7.28% for 2024-25)

  • Credit check required

  • Borrowing limit: Up to full cost of attendance

  • Red flag: If packages rely heavily on PLUS loans

Red Flags in Financial Aid Packages

Loan-Heavy Packages

More than $8,000 in loans for freshmen

Heavy reliance on Parent PLUS loans

Private loans included in aid packages

Total debt projection over $40,000 for four years

Unclear or Deceptive Packages

Vague language about aid renewal

"Estimated" aid amounts without clear criteria

Inclusion of outside scholarships you haven't won yet

Work-study counted as automatic income

Unsustainable Packages

Aid that decreases over four years

Scholarships with impossible renewal requirements (3.8 GPA to keep)

Aid tied to maintaining specific majors you're not sure about

Packages that assume unrealistic family contribution increases

Negotiating and Appealing Aid Offers

Valid Reasons for Appeal:

• Change in family financial circumstances (job loss, medical bills, divorce)

• Better offer from comparable school

• Error in FAFSA or institutional aid calculation

• Special circumstances not reflected in aid formula

What Doesn't Usually Work:

• "We can't afford this" without documentation

• Comparing offers from very different schools

• Wanting more aid without justification

• Last-minute requests without good reason

Example appeal language:

"Due to my father's job loss in January 2024, our family income has decreased significantly from what was reported on our FAFSA. I'm requesting a professional judgment review based on our current financial situation."

Making Your Final Decision

The Decision Framework:

Affordability

40% weight
  • Can your family afford the net cost without devastating consequences?

  • Is total debt reasonable for your likely post-graduation income?

  • Are there backup plans if financial circumstances change?

Academic Fit

35% weight
  • Does the school offer strong programs in your areas of interest?

  • Are there research and internship opportunities?

  • What are graduation and job placement rates?

Personal Fit

25% weight
  • Do you feel comfortable and excited about attending?

  • Is the campus culture a good match for your personality?

  • Are there support systems you'll need to be successful?

Common Mistakes That Cost Money

Focusing Only on Year One

The error:

Choosing based on freshman year aid without considering four-year costs

The cost:

Thousands in unexpected expenses in later years

The fix:

Project four-year costs and aid carefully

Counting Loans as Aid

The error:

Thinking a $30,000 "aid" package with $20,000 in loans is generous

The cost:

Unnecessary debt that could have been avoided

The fix:

Focus on grants and scholarships only when comparing

Not Appealing When Appropriate

The error:

Accepting initial aid offers without question

The cost:

Missing opportunities for additional aid

The fix:

Appeal when you have valid reasons and documentation

Choosing Prestige Over Value

The error:

Taking on excessive debt for a "name brand" school

The cost:

Years of loan payments that limit future opportunities

The fix:

Choose the best value among schools that meet your needs

Sample Comparison: Three Real Scenarios

The State School Winner

State University$25,000 cost$8,000 grants$17,000 net cost
Private College$55,000 cost$30,000 aid$25,000 net cost

🏆 Winner: State school saves $32,000 over four years

The Private School Surprise

Private College$60,000 cost$45,000 grants$15,000 net cost
State University$28,000 cost$5,000 aid$23,000 net cost

🏆 Winner: Private college despite higher sticker price

The Merit Aid Success

Regional University$45,000 cost$25,000 merit scholarship$20,000 net cost
State Flagship$30,000 cost$3,000 aid$27,000 net cost

🏆 Winner: Regional university with strong merit aid

The Bottom Line

The cheapest sticker price doesn't always mean the lowest cost. The most generous aid package isn't always the best deal. What matters is your net cost after free money, and whether you can afford it without taking on crushing debt.

Key Decision Factors:

  • • Focus on net cost, not total aid or sticker price
  • • Project four-year costs, not just freshman year
  • • Understand renewal requirements for all aid
  • • Keep total debt reasonable for your career goals
  • • Consider academic fit alongside affordability
  • • Appeal when you have valid reasons and documentation

Remember: College is an investment in your future, but it shouldn't financially cripple your family. Choose the option that gives you the best education you can afford, not just the most prestigious name.

Most important insight: The "best" financial aid package is the one that lets you graduate with the least debt while getting the education you need to achieve your goals.

Need Help Comparing Your Aid Packages?

CollegeCompass provides personalized aid package analysis, net cost calculations, and guidance on making the best financial decision for your family.

Get expert help navigating aid offers and choosing the most affordable path to your degree.