INFO REQUIRED
In order to accurately determine which repayment plan is best for today and the future, we will look at current information and also project future events in your life.
1.
JOB INFO:
We will gather information on all current jobs, spouse jobs and anticipated promotions, and salary increases. Bonuses and commissions and any other compensation that is reported to the IRS will also be needed.
2.
FAMILY INFO:
Information regarding current family size, ages, other dependents, marital status etc will be required.
3.
STUDENT LOAN INFO:
Information regarding all servicers, logins, passwords and pins will be required for a complete and thorough analysis. A form is provided in the "Forms" section to easily send the required info.
4.
FUTURE PLANS:
We will explore future plans for job promotions and salary increase as well as part-time/full-time status in the future. we will discuss future changes in family such as marriage, divorce, additional children etc.