Student Loan Repayment Consulting for Finance Professionals

Spend more time with your clients and less time learning about student loans. Let’s create a customize student loan repayment strategy for your client’s needs.

Navigating student loan repayment options is complex and confusing. If you have clients with student loans, but student loans are not your niche, I can help! Student loans are my specialty and as a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED STUDENT LOAN PROFESSIONAL™, I understand how student loan repayment decisions fit within the context of a comprehensive financial plan. Let me evaluate the tradeoffs, risks and rewards for each repayment option that’s available to your clients. Let’s customize a student loan repayment strategy for your client’s needs.

How does it work?

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Complete Student Loan Questionnaire

Complete Student Loan Questionnaire

Schedule 30 Consultation To Discuss Your Client’s Needs (Optional)

Schedule 30 Consultation To Discuss Your Client’s Needs (Optional)

Complete the Getting Organized & Data Gathering Checklist

Complete the Getting Organized & Data Gathering Checklist

Schedule 45-minute Recommendation Review

Schedule 45-minute Recommendation Review

This service is for you if:

  • You want to focus on what you do best instead trying to advise your clients on their student loan debt.
  • You’re seeking professional guidance to help your clients navigate the complex and confusing student loan repayment process.
  • You’re interested in exploring ways your client can efficiently manage their student loan debt, while also accomplishing other financial goals.
  • You’re interested in a customized student loan repayment plan tailored to your client’s specific needs.

What does it cost?

$995 for Single Borrower

$1,195 for Married Borrower

 

Note: If your client is a business owner or they have defaulted on their student loans, the fee assessed is based on complexity after learning more about your circumstance(s).

Annual Student Loan Repayment Plan Review & Income Re-Certification Assistance:

 

$495 for Single Borrower

$695 for Married Borrower

Ready to take charge?

Set up an appointment to plan and
secure your financial future.