Student Loan Planning

Student loan repayment can be complicated, but we're here to help! Whether you're a loan borrower looking for help or a financial planner needing an assist with your client's loans, we'll take the time to learn about your goals and priorities to develop a plan. We aim to ease the stress of student loan debt by creating a repayment plan you can trust and feel good about.

Through a student loan consultation, we can help address questions such as:

• Can you help me understand the different types of loans I have?
• Which repayment plan(s) am I eligible for? Which one is right for me?
• Can you help me estimate my future payments?
• Should I pay my loans off aggressively or pursue forgiveness?
• Am I on track for Public Service Loan Forgiveness (PSLF)?
• What is the impact of marriage on student loan repayment?

The process

The first step is to book a meeting with Emma using the meeting options below. Then, we'll follow up to gather additional information and documents from you and begin working on the analysis and plan creation. During the meeting, we'll review the plan together and provide recommendations and resources to help accomplish your goals. You will leave with tangible to-do items customized to your specific circumstances, needs, and goals. After the meeting, you'll receive a copy of the plan and a link to the meeting recording to maximize the value you get from the information we cover together.

Interested in ongoing assistance after the initial student loan plan? No problem! We're here to help support you until your loans are fully paid or forgiven. We can help implement the recommendations and answer questions as they arise. This service is billed at $300/hour.