How it works
When you click the button and schedule your plan, we’ll give you a call at the time you choose. Once you book, you’ll get a link to fill out our consult form.
I made a bold claim that we tend to save clients a ton of money by correcting repayment mistakes. Here’s a few examples:
- Lawyer was on the wrong repayment plan for PSLF and made a tax filing mistake. Projected Cost: $40,000
- Dentist thought she needed to refinance when she had another option. Projected Cost: $110,000
- Teacher incorrectly believed he needed to pursue Teacher Loan Forgiveness when a better option was available. Projected Cost: $50,000
During the first 15 min of the call, we get to know your goals. Then we’ll spend about 30 min discussing our analysis and make sure you understand the pros and cons of all your available repayment options.
In the last 15 min, we review action steps and make sure you understand how to achieve the changes in your strategy that we’ll recommend.
If your loans are in default you should contact the Department of Education and your loan servicer to sign up for an income driven payment option. We make long term plans to eliminate student loan anxiety. And we’re very good at it.
What is the cost?
We're not trying to sell $10,000 financial plans around here.
In fact, many fiduciary financial planners refer their clients to us because all we do is specialize in complex student loan analysis.
For all fans get $100 OFF our price of $595, making it a one-time fee of $495.
We include 3 months of follow-up questions via email at no additional cost. That way, you can ask questions and not feel like you're on the clock.
What's the Cost if You Don't Use Our Service?
At a minimum, it's hours spent learning and applying student loan rules that you could've used to do something else.
If you get paid at least $20 an hour or prefer to spend your precious time efficiently, the service pays for itself pretty easily in time saved. For 90% of our clients, we find a five—to six-figure mistake in how they were managing their student debt.
Latest Reviews
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