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Student Loan Analysis

As part of a overall financial plan

Analyzing the best repayment plan that meets your goals is especially challenging. With more than 8 available repayment options for 13 student loan programs, the addition of spousal loans, options like discharge, forbearance, consolidation, Public Service Loan Forgiveness, payoff, refinance and default, not to mention the recent changes made in the SECURE Act legislation, it is a good idea to talk to a professional and make sure your choice is the best one for you.

A STUDENT LOAN DEBT ANALYSIS WILL EXAMINE:

  • YOUR GOALS
  • WHERE YOU ARE NOW
  • YOUR OPTIONS
  • OUR RECOMMENDED PLAN AND HOW IT CAN HELP YOU MEET YOUR GOALS.

Aubrey Coleman, CERTIFIED FINANCIAL PLANNER™

has completed the Certified Student Loan Professional coursework offered by the CSLA Board of Standards and has helped families reorganize their student loan liabilities to meet their financial goals.

Ready to Get Started?

Book a 1-hour consult for $550.

Complete the planning agreement and review the disclosures.

Enter your information into the financial planning dashboard.

Upload required documents related to your loans.

In the consult we will review your goals and tentative recommendations (they will be finalized after our meeting)

Consults include a plan that takes into account your goals and follow-up email for 1 year after engagement.

An invoice will be sent and due after our call.

Make sure you give yourself enough time to complete the items listed before our meeting to make our conversation productive.

Schedule a 1-hour consult

One-hour consults (Existing Clients)

Follow-up consults for all debt levels - $450. Consults include follow-up email for 1 year after engagement. An invoice will be sent and due after our call.

Schedule a 1-hour consult