1. 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 of the total cost to pay down under different scenarios.

• Specific steps you need to take with your loans and filing taxes (if applicable) to optimize your strategy.

Once you’ve chosen a loan strategy, we’ll also help you fill out the necessary paperwork and coordinate with your loan servicers.

Want to answer specific questions about your loan situation before committing to a plan? Schedule a consultation.

This fee will be credited toward all of our service options.

2. Financial Planning & Retirement Strategy

Once your student loan strategy is set in motion, you’re ready to work on the larger picture and plan for retirement. We look at the following:

• Retirement goals

• Savings

• Cash flow

• Debt

• Investments 

• Insurance

• Taxes

• Estate documents

3. Tax Preparation and Filing

Whether student loan forgiveness is a part of your plan or not, we help you file your taxes and amend prior returns to optimize your strategy.

4. Ongoing Support

For long-term partnerships, we help you manage your entire financial picture over the course of our relationship to give you the highest probability of success.

We’ll meet at least twice per year. In between meetings, we’ll be working hard in the background to make sure you are staying on track to reach your goals.