As a Certified Student Loan Professional®, my specialized education in student loans allows me to help borrowers make informed repayment decisions considering their full financial situation and financial goals.
Student Loan Services
- Navigate through repayment plan options
- Review of alternative repayment plans
- Determine if consolidation is needed
- Determine if private refinancing is appropriate
- Monthly projection for each available repayment plan
- Projected pay off date
- Total cost of loan payback
- Potential savings with repayment plan
- Projected pay off date
- Total cost of loan payback
- Potential savings with repayment plan
- Savings strategy if there is a future tax liability from any forgiven debt
- Strategize on how to reduce your Adjusted Gross Income for Income-Driven Repayment
- Assistance with necessary applications/paperwork
Process
Step 1: Introductory Call
This is an opportunity to find out if what I offer is what you are looking for. Let us connect over a complimentary 20-minute phone call.
Step 2: Data Gathering Call
During this meeting, we will review & clarify the data provided and have an in-depth conversation around the financial goals for your household.
Step 3: Plan Development
Step 4: Plan Review and Implementation
I will outline your specific recommendations to begin making progress towards your financial goals.
CSLP®️ (Certified Student Loan Professional) is the only designation designed specifically for financial professionals who have demonstrated that they have obtained the minimum level of subject matter competency in order to effectively provide student loan repayment advice within the context of general personal finances.
