Student Loan Consultation

Student Loan Consultation
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please upload screenshots of your student loans (including balance and interest rates of loans).

Cancelof
If you are already in repayment for your loans, please include the estimated date that you started making payments. If you are in forbearance (SAVE or residency), please indicate that below instead.
If there is anything else you would like to share about your situation, please let us know.
Agreements & Disclosures
All disclosures are also available at twinleafadv.com/disclosure-documents
Fees & Next Steps

The fees are $399 for the 45-minute meeting. Fees are due at the end of the consultation. You can pay by credit card or ACH upon request.

After this agreement is signed and submitted, you will receive an email with the following;

An invite link to our financial planning software.

A link to schedule the meeting.

You are not required to create an account on our financial planning software. However, it allows us to have better insights on your current income, other debt obligations, overall spending, net worth, etc., which are all factors in a customized student loan strategy.

You can email us at johnk@twinleafadv.com if you have any questions.
By signing below, I First Name* Last Name* , represent that I understand the terms and agreements, and I accept them.
Should be Empty:

Student Loan Consultation

Agreements & Disclosures

Fees & Next Steps