Payment Reduction Strategy Session (IDR)
Service Description
This 30-minute strategy session focuses on evaluating Income-Driven Repayment eligibility and payment alignment. We will review: • Income documentation • Current repayment plan • Discretionary income calculation • Recertification timing • Long-term impact on forgiveness eligibility Includes a written Strategic Summary & Action Outline typically delivered within 24–48 hours. This session is ideal for borrowers seeking lower monthly payments through structured review.
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