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Student Loan Planning

Helping individuals and families with over $100,000 in student loans build a gameplan for reducing debt and managing cash flow


After graduating with an advanced degree, I've accumulated a large amount of debt. I have a healthy household income, but I'm not sure if I have the correct paydown strategy towards my student loans, and how the payment strategy can impact saving for a home purchase or for retirement.


  

STUDENT LOAN CASE STUDY

Student Loan Planning

Rachel and Nick


AGES: 31 AND 30


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What's Keeping You up at night?



Am I on the right repayment strategy?

There are large numbers at stake and a number of available repayment options. What makes the most sense for me?

How does my repayment strategy impact my long-term plans?

When looking at repayment options, what's best for me today might not be best down the road. How can I make the best long-term decision surrounding my loans?

How can I stay on track with my other financial goals with a large student loan balance?

I feel like my large student loan balance may weigh on me for years to come. How can I think about saving for a home purchase or retirement with the financial weight of these loans?


We Can Help Answer These Questions And More!


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