Our Services

Step-By-Step Student Loan Plans

We help you get on track with your student loans with a step-by-step student loan strategy and action plan. This plan includes:

  • Projections: Detailed projections of the total cost to pay down your loans under different scenarios.

  • Action Steps: Specific actions to take with your loans and, if applicable, filing taxes to optimize your strategy.

  • Support: Assistance in filling out the necessary paperwork and coordinating with your loan servicers once you’ve chosen a loan strategy.

Do you have specific questions about your loan situation before committing to a plan? Schedule a consultation today.

Note: The consultation fee will be credited toward any of our service options.

Choose Your Service Package

Student Loan Strategy

$1500 one-time fee, includes:

  • Step-by-step student loan repayment plan and forgiveness strategy

  • Assistance in organizing forms to get you started

Student Loan Strategy & Support

$1500 one-time fee & $300 per month, includes:

  • Everything in Student Loan Strategy, plus:

  • Ongoing assistance in completing forms (e.g. income recertification, PSLF application, etc.)

  • Conference calls with student loan servicers as needed

  • Unlimited access to planner via email

Have specific questions about your loan situation?