Student Loan Strategy Sessions

The massive amount of student loan debt is a crisis in America. There are over 44 million borrowers who owe over $1.7 trillion. One of the reasons that the numbers have grown and continue to climb so rapidly is the fact that student loans are one of the least understood types of debt. Not only are they often confusing but also among the hardest types of loans to repay due to the way that they have been intentionally structured.

The purpose of the Student Loan Strategy Session is to educate borrowers so that they leave feeling better equipped to strategically and effectively attack their student loans. After being armed with and applying the new information, the majority of clients will realize significant savings. Typically, savings begin immediately.

This $200 service includes an analysis of the client’s student loan portfolio, followed by a 60-minute strategy session. The client must first complete the online Student Loan Snapshot. After reviewing it, Leslie will provide detailed insight and feedback regarding... 

• lender types

• loan types

• loan terms

• loan status

• loan forgiveness options

• repayment plans and strategies

• interest savings strategies

• consolidation and refinancing considerations

• common pitfalls

• CARES Act considerations

Note:  The client must have access to a computer and student loan accounts.

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