Student Loan Planner Why Are We Doing Financial Planning Now?
The world of student loans is not just about debt. It's an intricate dance of financial decisions, potential pitfalls, and unexpected opportunities. But financial decisions for a student loan borrower are anything but simple.
A lot is lurking in the shadows, and today, I’m joined by Dan Rooker, CFP®, CSLP®, to shine a light on it. We’re sharing why we’re doing financial planning and how we redesigned what clients should pay to save you time, money, and stress in your financial lives. As an added perk, today’s listeners get an exclusive offer on a reduced fee.
In today’s episode, you'll find out:
- Why a financial plan is essential for student loan borrowers and how it can lead to significant savings
- Key investment techniques involving taxes and tax loss harvesting
- The shortcomings of automated financial advisors
- Why financial advice must take a big picture approach of your situation and goals
- Why we made it our mission to make services accessible for all income levels
- Exciting new service offerings we plan to roll out soon
- How our fees compare with other financial advisers in the industry
- The breadth of professional groups we cater to and our areas of expertise
- Real-world examples of potential financial missteps
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Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!