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, inot 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
- WHAT YOU CAN EXPECT TO PAY WITH YOUR CURRENT PLAN
- OUR RECOMMENDED PLAN AND HOW IT CAN HELP YOU MEET YOUR GOALS.
- ALSO INCLUDED – HAND-HOLDING WHILE NAVIGATING THE ONLINE LOAN REPAYMENT SYSTEM!
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?
For an annual flat fee of $1,500 for individuals and $2,400 for couples paid monthly, we can create a plan that meets your goals.