Broker Check

Single, No Children

Meet Eric

Meet Eric

  • 28 Years Old
  • School Teacher
  • Gross Income $60,000
  • $7,000 in Savings
  • $20,000 in retirement accounts
  • $45,000 in Federal Student Loan Debt
  • $12,000 in credit card debt

His Goals

Our Process

Debt Free in 10 years

Our History

$40,000 for a House Down Payment in 5 years

Our Values

Retire from Teaching at age 52

His Plan

Our Process

Consolidate the student loans into the appropriate federal loan repayment plan & take advantage of the Teacher Student Loan Forgiveness Program

Our History

Pay $500 plus any charges to the credit card each month

Our Values

Invest $700 per month into an after tax investment account

Our Resources

Contribute $500 per month towards your employers 403B account

Looking to learn more?

Get in touch today

Contact Us