What Really Happens at a Consultation? The Truth Behind Our Student Loan Advice

Student Loan Planner

May 14 2024 • 52 mins

Curious about student loan planning? This episode is packed with real-life scenarios, insider knowledge, and practical advice for your student loan journey. Get insight into ambiguous regulations, servicer misinformation and the impact it has on borrowers from Lauryn Williams, CFP®, CSLP®, AFC®, and Justin Kim-Hummel, former client and integral member of the Student Loan Planner team who brings a wealth of experience from his background in PR, graduate studies, and time working on Capitol Hill. Together, they tackle challenges, answer frequently asked questions, and reveal the dedication and care that goes into every consultation. Learn why this is more than just advice. It's about ​​connecting with experts who genuinely care about your financial well-being and student loan success.

In today’s episode, you'll find out:

  • Justin's journey from client to becoming a crucial part of the Student Loan Planner team
  • Firsthand insight into why many borrowers are dealing with misinformation and lack of clear guidance from loan services
  • The dangers of following bad advice from student loan servicers
  • Key benefits of booking a consultation for personalized advice and savings
  • How uncertainty surrounding the election can impact student loan policies
  • How to best use the free resources offered by the Student Loan Planner team
  • How the Student Loan Planner team uses office hours to manage client questions and concerns
  • What kind of post-consultation support you get when implementing your custom plan
  • What information you'll need to share with a consultant to get the best advice
  • How a consult can address the unique financial situations of high earners who may not qualify for forgiveness
  • How expenses like credit card debt and housing costs factor into student loan repayment options
  • The limitations of giving advice by email and how the customer support team manages expectations
  • Why you don't have to turn on your camera during a virtual meeting with a consultant
  • How long it takes to get a personalized student loan plan

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