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Student Loan Planner

Sep 10, 2019

Do you wonder why our student loan plan consult form has you give so much information? Hear the Student Loan Planner consultants — Travis Hornsby, Justin Harvey, Rob Bertman and Lauryn Williams — break down all 26 questions and explain how your plan is unique.

In today’s episode, you'll find out:

  • How the consultants react to learning someone’s occupation
  • Why the consultants want to know what metro area you’re
  • How community property states affect student loans
  • How your choice of school might influence your loans
  • The consultants’ thinking on different loan balances
  • Why knowing the different kinds of loans you have is crucial
  • How your income affects possibly refinancing
  • Why your payoff plan involves your projected income
  • How interest works with student loans
  • What your retirement savings lets the consultants know
  • How savings illustrates your financial mindset
  • Why the date you took out your loans matters
  • How the consultants make a plan based on your information
  • What your spending level indicates
  • How both empathy and being realistic plays into your plan
  • Why savings versus debt matters
  • How family size factors in
  • How Parent PLUS Loans and PSLF factor into the consult
  • Why filling out the entire consult form is critical

Full show notes at: