Consolidated Strategy Session
Service Description
This 30-minute session provides structured guidance for borrowers evaluating federal loan consolidation and/or private loan refinancing options. We will review: • Whether a Federal Direct Consolidation Loan is appropriate based on your current loan types and goals • Potential advantages and tradeoffs of federal consolidation • How consolidation may impact repayment plans, forgiveness eligibility, or long-term strategy • Considerations when evaluating private refinancing, including interest rates, term length, and loss of federal protections Federal consolidation combines one or more federal education loans into a new Loan with a weighted-average interest rate. Private refinancing replaces existing loans with a new loan from a private lender and may remove federal benefits. Includes a written Strategic Summary & Action Outline (typically delivered within 48 hours). This session is ideal for borrowers seeking structured clarity before submitting a consolidation application or refinancing their loans.
Cancellation Policy
Fees The consultation cost is $150 unless the price has been reduced by a promotion. Consultation cost with the CEO, The Wealth Wise Xpert can vary; price will be noted on your receipt. If you do not provide 48 hours for the rescheduling of your paid consultation, your appointment cost will be forfeited. Please email info@wealthwisexpert.com to submit your request to reschedule in writing within 48 hours of the start of your appointment. Additional appointments can be scheduled as needed by request of the client. Appointment times are held specifically for you and therefore prevent others from using the allotted time. All consultations are 100% non-refundable. Booking and payment of your appointment indicates understanding and agreement to the these terms and conditions. Privacy Please note that your FSA ID Username and password will be requested to serve you during your appointment. You are strongly encouraged to change your password after the conclusion of our appointments or tenure working relationship with each other to ensure privacy. The Wealth Wise Xpert team will never share or sell your personal information. Confidentiality All information about the Xpert-Client relationship will remain strictly confidential. The Xperts will not share with any third party unless you provide written authorization to do so.
Contact Details
302-496-4035
info@wealthwisexpert.com
800 N King St, Wilmington, DE, USA