Case Studies


The Late Starter

  • One mortgage
  • One loan
  • One credit card


Before Meeting Us:

  • Total Debt: $548,325.76
  • Total Interest: $357,656.99
  • Total Repayment: $905,982.75
  • Payoff Time: 27.8 years


After Working With Us:

  • Interest Savings: $500,925.10
  • New Payoff Time: 10.2 years
  • Wealth Accumulation: $1,602,446
  • Monthly Retirement Income: $7,803
  • Total Benefit: $5,437,355





The Early Family with Student Loans

  • Two mortgages
  • Two loans
  • Two credit cards


Before Meeting Us:

  • Total Debt: $455,823.06
  • Total Interest: $197,522.54
  • Total Repayment: $653,345.60
  • Payoff Time: 35.8 years

After Working With Us:

  • Interest Savings: $95,491.62
  • New Payoff Time: 12 years
  • Wealth Accumulation: $631,554
  • Monthly Retirement Income: $5,166
  • Total Benefit: $1,922,586





The Independent Professional

  • One mortgage
  • Two loans
  • One credit card


Before Meeting Us:

  • Total Debt: $339,100.56
  • Total Interest: $247,383.60
  • Total Repayment: $586,484.16
  • Payoff Time: 29.3 years

After Working With Us:

  • Interest Savings: $145,575.39
  • New Payoff Time: 12.6 years
  • Wealth Accumulation: $800,435
  • Monthly Retirement Income: $6,424
  • Total Benefit: $2,365,100





The Growing Family

  • One mortgage
  • One loan
  • One credit card


Before Meeting Us:

  • Total Debt: $442,472.16
  • Total Interest: $215,807.03
  • Total Repayment: $658,279.19
  • Payoff Time: 27.6 years


After Working With Us:

  • Interest Savings: $133,843.23
  • New Payoff Time: 10.3 years
  • Wealth Accumulation: $308,730
  • Monthly Retirement Income: $3,738
  • Total Benefit: $1,470,000



The Mid-Career Catch-Up

  • One mortgage
  • Four loans
  • One credit card


Before Meeting Us:

  • Total Debt: $721,035.29
  • Total Interest: $416,921.83
  • Total Repayment: $1,137,957.12
  • Payoff Time: 28.2 years


After Working With Us:

  • Interest Savings: $211,457.78
  • New Payoff Time: 12.1 years
  • Wealth Accumulation: $1,030,303
  • Monthly Retirement Income: $8,866
  • Total Benefit: $4,735,000