Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Your Info – Step 1 of 3Name *FirstLastEmail *What's your occupation? *– Select –AccountantAcupuncturistArchitectBusiness / Corporate EmployeeChiropractorCRNADentistEndodontistEngineerLawyerNaturopathNurseNurse PractitionerOccupational TherapistOptometristOral SurgeonOrthodontistPediatric DentistPeriodontistPharmacistPhysical TherapistPhysicianPhysician AssistantPodiatristProfessorPsychologistSocial WorkerSpeech Language PathologistStudentTeacherTherapistVeterinarianUnemployedRetiredOther medical professionalOther non-medical professionalPlease specifyWhat metro area do you live in?List the closest one if not near a metro areaWhat state do you live in? *– Select –ALAKAZARCACOCTDCDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPAPRRISCSDTNTXUTVTVAWAWVWIWYUS TerritoriesOutside USAWhat university were you at when you borrowed most of your student loan debt?What best represents your family status? *SingleLegally MarriedLong-term partnership, not legally marriedThis impacts your IDR payment if applicable, which is why we askWhat is your current family size? *(If you're getting married or expecting a child this year include them)If you had to guess, do you expect your family size might grow due to marriage or children in the next 10 years?YesNoHow many people do you expect adding?NextWhat type of student loans do you have?FederalPrivateN/ACheck all that applyWhat is your total student loan balance? *(Break down total principal vs accrued interest if you can find it, ALSO break down federal vs private if applicable)What is the average interest rate of your loans?What type of student loans does your spouse / partner have?FederalPrivateN/ACheck all that applyWhat is your spouse / partner's total student loan balance? *(Enter 0 if N/A, Break down total principal and accrued interest if you know those numbers)What student loan payment plan are you currently on? *SAVEPAYEIBRStandard 10 YearICRGraduatedExtendedPrivate loan paybackN/ADon't know / UnsureCheck all that applyWhat is your current student loan monthly payment? *List “unsure” if you don't know, break out federal vs. private loan monthly payment if applicable What year did you first take out student loans for any program? *What year did you start repaying your loans?Are your student loans currently in default or delinquency? *YesNoHave you ever consolidated your loans?YesNoUnsure / don't knowApproximately what year did you consolidate?Put “not sure” if you can't rememberDo you or anyone in your family owe Parent PLUS loans that we'll be analyzing during this consultation? *YesNoWhose name is on the Parent PLUS loans? *MeMy SpouseBoth my spouse and meMy parent(s)Please list the name and current income of each parent who owes Parent PLUS Loans *Ex: Barbara $50,000 per year salary, Tim $80,000 per year salaryConfirm that you understand that you will need to submit your parent(s) NSLDS file to your consultant before the scheduled meeting *I confirm and understandAre you currently working for a not for profit or government employer? *Yes, a 501c3 non profit employerYes, a government employerYes, a non-501c3 non profit employerUnsureI'm not currently employedNo, I work in the private sectorDo you want us to model the cost of Public Service Loan Forgiveness for your loans? *YesNoPreviousNextWhat is your current income? *Ex: $50,000What do you expect your income will be in 5 years?(Guesses are ok)What is your spouse's / partner's current income? *(Enter 0 if N/A)What do you expect your spouse's / partner's income will be in 5 years?(enter 0 if N/A, enter a guess if you aren't currently married but might be then)How much are you saving for retirement right now? And what kind of retirement accounts do you have access to?(ie 401k, 403b, Traditional or Roth IRA and I save $500 a month)How much do you spend each month on housing? *Do you rent or own? Also if you have any big housing related goals let me know those hereWhat do you drive (ie 2021 Honda Civic) and what's the monthly payment? *Is it a leased or owned, and how much is left on the loan approximately. Enter 0 if it's paid off How much cash do you have in savings and checking accounts? *How much credit card debt do you have? *Put $0 if you pay it off every monthWhat type of insurance coverage do you currently have? *Life insurance at workLife insurance I bought myselfDisability insurance through workDisability insurance I bought myselfNone of the aboveN/A or prefer not to answerWhat company or companies do you have coverage with?Are you currently working with a financial advisor?YesNo, I'm a do-it-yourselferNo, but I might in the futureN/A or prefer not to answerWhat made you book the call? *How did you hear about Student Loan Planner? *Do you want to get occasional email updates?YesNoAlready on email listI send out info about new bills in Congress, refinancing, and other student loan stuff. Any answer you choose here is cool with us. If you say yes, we'll add you on.Terms of Service By working with Student Loan Planner, you agree that the maximum liability or damages the company, its owners, and employees can incur is limited to the fees paid for consulting services. The fee for our one time service can ranges between 395 and 595 depending on the service you selected and if you are a new or existing client. You understand that legislation, interest rates, politics, and federal student loan policies are subject to change, and that Student Loan Planner strives to come up with the most conscientious plan possible in the face of uncertainty. The consult fee is invoiced after the consult call and is due by the invoice due date, which is generally about one day after the call. The company charges for the time of its consultants, so you should expect to pay the invoice fee regardless of the outcome of the call and your satisfaction with it and you promise to pay the fee we invoice you by the due date. Student Loan Planner earns referral bonuses with some of its refinancing partners. We try to make sure you're getting a referral bonus as well. If there's a good product in another space like insurance, investing, etc. we might earn a referral bonus if you decided to do business with them. Other companies (like Vanguard) don't pay Student Loan Planner anything, and we recommend them because we think they're great deals. For follow up emails after the consult, we focus on the quality of response instead of speed of response. You understand that variable rates are subject to change, that private refinancing removes the possibility of PSLF, forbearance, deferment, and income driven repayment.Confirm that you agree to the terms of service listed above *I acceptSubmit