Student Loan Analysis


The stats around student loan debt are staggering:

·   Americans owe nearly $1.3 trillion in student loan debt, spread out among           about 43 million borrowers.

·   70% of students graduate with student loans.

·   A recent Citizen’s Bank survey finds 59% of Millennial graduates have no idea     when their student loans will be paid off.

·   The average Class of 2016 graduate has $37,172 in student loan debt, up six       percent from last year.

·   Not to mention, a 2016 med school graduate borrowing $183K of Direct               Unsubsidized Loans will begin residency with a principal balance of $212.8K       due to the capitalization of interest accrued during school and grace. That’s a     decent sized mortgage!

Unfortunately, the burden of student loans is forcing some families to delay major life events like getting married, buying a house, starting a family, or saving for retirement.

That’s where we come in.

We work with young families to design a customized student loan management strategy. Our packages include:

·         Customized annual student loan plan

·         Student loan recommendations

·         Answers to all your questions in a web or phone meeting

·         Access to personal finance tools

Want to learn more about our student loan analysis? We’d love to chat!


How Much Does It Cost


Single Student Loan Analysis: $499

Couple Student Loan Analysis: $750


All of our fees come with a 100% money back guarantee. If you are not 100% satisfied with the value we can bring to your life, just tells us and we will refund you with no questions asked.


Schedule your free 30 minute chat to see if I can help you design your WEALTH