When Dan first came to meet with me, he had major financial concerns related to student loan debt, budgeting, homeownership, and overall money management. Since he didn’t have a traditional 8 to 5 schedule, we met in person, had conference calls, and used email while working together to accomplish his financial goals.

In addition to creating a budget together that would help Dan reduce his expenses and take control of his finances, we worked on getting his student loan debt under control. He had about $60,000 worth of past-due loan debt, but we were able to set up payment plans that helped rehabilitate his debt. Dan is now on the right track to paying off his debt, and is following his new budget.


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