Student Loan Planning

student loans suck

Student Loan Repayment.

You've found the financial aid office, banks, and loan servicers offer no help in lowering your payments, minimizing interest, and identifying loan forgiveness opportunities. All they do is confuse you with refinancing options, REPAYE, income based repayment, and other financial jargon.

We help you understand this and make the best decision for you.

  • Review your current public and private loans to ensure accuracy of loan details. Yes, they make mistakes.
  • Recommend the ideal payment plan based on detailed future projections. Determine whether it is more advantageous to pay off your loans as quickly as possible, make minimum payments, or a combination of both.
  • Find opportunities for loan forgiveness including PSLF.

Our Process

Review Repayment Plan Options

Projections for Income-Driven Repayment Plans

Long Term Projection Comparisons

Paperwork & Troubleshooting

Annual Student Loan Plan Review

Review Repayment Plan Options.

Discovery call to learn about your loans, feelings towards debt, and future plans. We'll also have a meeting to review all of our recommendations for you.

Projections for Income-Driven Repayment Plans.

Comprehensive independent review by a Certified Financial Planner™. We're different than the salespeople you find. We provide real advice and do not receive any commissions, kickbacks, or any other compensation based on our recommendations.

Long Term Projection Comparisons

Written documentation of analysis and recommendations. Detailed action items for you to implement cost saving recommendations.

Paperwork & Troubleshooting.

Access to a student loan web portal to stay up-to-date on your loan options and payoff progress as your life changes.

Annual Student Loan Plan Review.

Access to a student loan web portal to stay up-to-date on your loan options and payoff progress as your life changes.

HOW CAN WE ASSIST YOU?

Contact Us.