Student Loan Planning

Student loan planning is significantly overlooked in the financial planning community. For graduate students, entrepreneurs and physicians this is an area wrought with confusion and complexity. Whether it be a consolidation, refinancing, structuring payments or public loan forgiveness, the decisions a client makes can have a major dollar impact in the tens of thousands of dollars. Our process and analytical rigor will assist you in achieving clarity around your loans.  This entails the following:

– An introductory meeting where we analyze your responses to our student loan survey.

– A full review of your loans while taking into account career movement, and various payment strategies.

– Looking at your loan plan as a part of your overall picture which will include other debts and tax considerations.

– A final report with next steps and recommendations.

Service can be offered as part of a financial plan or on a standalone basis. Student loan analyses start at $400 for an individual and $500 for a couple.