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1-on-1 Consultation Start Here
Not sure where to start? This is the consultation for you. In one hour we will review your specific loan situation and walk you through exactly what your best options are repayment, forgiveness, discharge, or payoff. Plain language, no jargon, just answers.
One on one consultations designed to help parents, students, and military families navigate student loans, Parent PLUS Loans, and military education benefits.
This includes strategic guidance on repayment options, discharge possibilities, FAFSA coordination, and maximizing programs such as VA education benefits, Chapter 33, Chapter 35, and state-specific military tuition assistance.
Each session is focused on building a clear, personalized plan to help you reduce debt, avoid costly mistakes, and fully leverage all available funding and benefit options.
1 hr
Pre Planning college expenses/Parent Plus Combo
Set your student up for success before the first day of college!
In this session, we walk you through everything from understanding financial aid options
to optimizing scholarships, grants, and funding strategies.
You’ll get a complete step-by-step plan tailored to your student’s goals, ensuring you make smart choices that save money and reduce loan debt.
This consultation also includes actionable guidance on applying for Parent PLUS loans,
stacking benefits, and planning for future tuition needs.
1 hr 30 mins
Follow up appointments
Already had a consultation with me?
This session is designed to review your progress, answer new questions, and make adjustments to your plan. Whether it’s Parent PLUS loans, student loans, or pre-college planning, I ensure you stay on track and maximize every opportunity.
30 mins
Comprehensive Student Loan Strategy Bundle
Initial 1-Hour Consultation + 30-Minute Follow-Up Consultation + Unlimited Email Support
This premium consultation package is designed for families who need a complete, personalized strategy for student loans, Parent PLUS Loans, college funding, and long-term repayment planning.
What’s Included:
- Initial 1-Hour Consultation
- In-depth review of your current student loan and college funding situation
- Customized strategy tailored to your family’s specific goals
- Guidance on repayment options, forgiveness opportunities, scholarships, and borrowing strategies
- 30-Minute Follow-Up Consultation
- Scheduled after you have had time to implement the recommendations
- Review progress and address any additional questions
- Fine-tune your strategy based on new developments
- Unlimited Email Support
- Ongoing access for questions and clarification between and after your consultations
- Continued support until your action plan is fully implemented
Ideal For:
- Families with complex Parent PLUS Loan situations
- Parents planning for multiple children in college
- Borrowers seeking repayment or forgiveness strategies
- Military and veteran families maximizing education benefits
- Families wanting a long-term college funding plan
This all-inclusive package provides expert guidance, a personalized roadmap, and ongoing support to help your family make informed decisions and potentially save thousands of dollars over the life of your student loans.
1 hr + 30 min follow up | Unlimited Email Support
Family LoanWise Strategy Package (Up to 5 People)
What’s Included:
- 🧾 One 90-minute live consultation (via Zoom, phone, or Facebook Messenger)
- 🧠 Customized loan breakdowns for up to 5 individuals (federal + private)
- 💡 Personalized repayment or forgiveness strategy for each person
- 💳 Credit readiness overview if anyone is considering refinancing or future borrowing
Who it’s Perfect For:
Families with:
- Parent PLUS Loans + student borrowers
- Siblings each with their own loans
- Couples who both borrowed (undergrad/grad)
- Multi-generational borrowing (grandparent, parent, child)
15-minute follow-up call via Facebook Messenger, available for any one family member and must be used within 30 days of the main session.
1 hr 30 mins