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Financial Planning-Alum Financial
Source: https://alumfinancial.com/financial-planing/
Financial Analysis
We’ll provide you with a comprehensive analysis and evaluation of
your existing financial situation. Through this process, we determine
which programs you may qualify for, provide you with a written
report, and allow you to choose which programs you believe will best
suit your repayment needs. It’s easy!
Personal Budget Analysis and Consultation
The financial review will analyze your monthly obligations, savings
and investments, personal financial goals, and overall monthly
spending habits. Our goal is nothing less than 100% satisfied
clientele, who recommend us to their family and friends without
reservation.
Personalized Student Loan Analysis and Plan
After your personalized budget analysis and consultation, your
custom-tailored loan plan will be organized into four primary
components: income, assets, liabilities, and an in-depth analysis of
your total monthly expenses. The information and resources are
necessary tools to help reduce your monthly payment obligations so
that you can focus on your financial goals.
At Alum Financial Services, our
goal is to help educate
individuals about all repayment
options available that loan
services do not inform them of.
When it comes to student loans,
there’s no "right way" to repay.
Thank You For Watching

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Financial Planning- Alum Financial

  • 1. Financial Planning-Alum Financial Source: https://alumfinancial.com/financial-planing/
  • 2. Financial Analysis We’ll provide you with a comprehensive analysis and evaluation of your existing financial situation. Through this process, we determine which programs you may qualify for, provide you with a written report, and allow you to choose which programs you believe will best suit your repayment needs. It’s easy!
  • 3. Personal Budget Analysis and Consultation The financial review will analyze your monthly obligations, savings and investments, personal financial goals, and overall monthly spending habits. Our goal is nothing less than 100% satisfied clientele, who recommend us to their family and friends without reservation.
  • 4. Personalized Student Loan Analysis and Plan After your personalized budget analysis and consultation, your custom-tailored loan plan will be organized into four primary components: income, assets, liabilities, and an in-depth analysis of your total monthly expenses. The information and resources are necessary tools to help reduce your monthly payment obligations so that you can focus on your financial goals.
  • 5. At Alum Financial Services, our goal is to help educate individuals about all repayment options available that loan services do not inform them of. When it comes to student loans, there’s no "right way" to repay.
  • 6. Thank You For Watching