How It Works

Student Loan Consulting

Student Loan Consulting

Common Concerns


  • How do I know if I qualify for Public Service Loan Forgiveness?

    How do I know if I qualify for Public Service Loan Forgiveness?


  • Which repayment plan should I chose?

    Which repayment plan should I chose?


  • Should I refinance?

    Should I refinance?


  • Will my debt be forgiven, and if so, will I be taxed?

    Will my debt be forgiven, and if so, will I be taxed?


  • My spouse works too, will their income affect my loans?

    My spouse works too, will their income affect my loans?


Confused about your loans?

We can figure it out.

Those are just a few of the concerns I find that my clients have. 

I can help provide you the guidance and information you need to make an informed decision about the best ways to go about repaying your loans. 

I use state of the art software to do an analysis of your various loan options. We will discuss the options for private refinancing and if it makes sense.

You will have projections of what the next 20 or 25 years will look like based on assumptions we decide together. If applicable, we will discuss student loan forgiveness and its potential tax consequences.

Confused about your loans?

Simple, straightforward pricing

Fee Schedule

IMPORTANT NOTE:

I do not take referral fees from any lender! The only compensation I receive when consulting on student loans is the fee agreed upon in writing up front. This keeps me from any conflict of interest and keeps me working for only you. 

Individual

$495
Let's Get Started

Couple*

$745
Let's Get Started

*This assumes both individuals want an analysis on their loans. There is no additional charge for married individuals that would like an analysis on only their loans.

Here is what to expect in your consultation:


  • The first phone call is no cost and informational only. No recommendations will be given.


  • After the first phone call you will be given instructions on how to retrieve your student loan information directly from the federal government. You will download a text file with your specific information and email that to us.


  • The consultation meeting will consist of a web meeting in which you will need to be in front of a computer with an internet connection.


  • All of your repayment options will be explored and discussed.


  • You will receive a variety of PDF and Excel reports that include projections, loan information, various plan options, and specific recommendations unique to your situation.


Ready to Get Started

We would love to hear from you!

Book a Session