Our Services and Pricing

  • Back view of a person wearing a graduation cap and gown, facing a group of fellow graduates.

    Already Have Student Loans

    $595

    I will dig into your loans, how you should be filing your taxes and if we can get loan forgiveness. When you are done you will receive a student loan report that shows all your options and the long-term impact of each.

  • A classroom with students sitting at desks facing a teacher standing in front of a whiteboard.

    Going to College

    $300

    We help parents strategically pay as little as possible for college. We review use of 529 accounts, student loans, private student loans and Parent Plus loans to see which makes the most sense. You will receive a report with the estimate costs for the student and the parent during college and after graduation.

  • Person writing on paper with pen, wearing blue shirt

    Outsource

    For financial planners or tax professionals looking to help their clients with student loans, but not have to be the expert.

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Frequently Asked Questions

    • First you schedule a meeting and complete the student loan take form. Then I work on your Student Loan Report and work with you step-by-step to get your loans on track for forgiveness and answer any questions you might have along the way.

    • If I can’t save you money, I let you know that there is nothing I can do and give you the confidence that you’re on the right track.

    • Usually, it requires less than an hour of your time.

    • The one-time fee is $595. Includes your Student Loan Report and 3 months of email follow-up.

    • Additional meetings after the included year are available for $300.

    • Yes, if you are unhappy with your Student Loan Report, there is a 30 day Money Back satisfaction guarantee.