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, and federal budget changes introduced in 2025 add further confusion. We will review your situation, answer your questions and guide you to implement the ideal repayment plan personalized for your goals. Consult fee includes 3 meetings and is competitively priced.

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

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.

The Student Loan Analysis typically consists of three meetings for $690.

• In our first meeting we review your information and clarify what it is you are looking to accomplish. We will complete our analysis and email it to you.
• In our second meeting we review the recommendations and next steps.
• In our third meeting we check in on progress towards goals and if any adjustments need to be made.
• We remain available via email for the year.

To get started,

1)  Book your first meeting to start the process outlined below.

2) Once the appointment is confirmed, review the planning agreement , and pay the planning fee ($690) which will be sent via DocuSign

3) You will be invited into our dashboard to securely and conveniently share information throughout the process.

4) Join our First Meeting to review your goals and initial recommendations.