Debt Management Strategies
Consumer Debt is a significant hindrance to many Americans and its one of the biggest obstacles preventing people from saving for retirement. High debt levels also cause high levels of stress and a perceived lower qualify of life. We can help.
We go beyond the typical snowball and avalanche methods and incorporate refinance and/or consolidation options. Real options, not hypotheticals.
Ideal client types: Those who want to save for retirement, but feel they can't afford it, wants to pay off debt in the most efficient manner.
Cost: $100/quarter/household or individual.
Student loan repayment is a separate service and requires detailed tax analysis.