Every student loan plan includes:

• A timeline of high-impact recommendations based on your goals

• Applicable strategies to help minimize monthly payments

• An interactive calculator showing monthly payment and forgiveness projections

• Step-by-step instructions for all required applications

• 60 minutes of uninterrupted Zoom time to review the plan together and address your questions

• A link to the meeting recording to ensure ongoing access to the information covered

• 30-days of email support for follow-up questions and concerns

Step 2: Sign the contract & fill out the confidential questionnaire

Once the meeting is booked, you’ll receive an onboarding email with the next steps. We’ll take our time to learn more about you, your current financial circumstances, and any specific goals you have in mind for your student loans. We’ll use the information provided to carefully craft your customized student loan plan.

Step 3: Review your plan during our meeting

This is your time, and we’ll make sure you get what you need out of it. We’ll review your plan together and prioritize answering your questions and addressing your concerns. We want you to feel like a million bucks at the end of the Zoom meeting.

Step 4: Review your finalized plan and reach out for follow-up assistance

After the meeting, we’ll make final plan updates and send them to you via email. 30 days of email are included in all student loan plans, and we encourage you to reach out at any time with questions. We’re here for you!