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

Schedule 30 Consultation To Discuss Your Client’s Needs

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?

Hourly Rate: $300

Note: Project scope will be clearly defined prior to initiating the engagement.

Ready to explore ways your client can efficiently manage their student loan debt?

Let’s work collaboratively to customize a student loan repayment plan for your client’s needs.

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Student Loan Debt Holding You Back?
Learn about repayment options AND how to reach your other financial goals with this FREE easy guide!