Smarter Finances, Brighter Futures
Higher Education-specific financial planning services
In the realm of higher education, your dedication to shaping the minds of tomorrow is unparalleled. Whether you're an academic advisor, department head, or administrator, your role is pivotal in fostering academic success and institutional growth. However, amidst the noble pursuit of knowledge, navigating financial complexities can often present significant challenges.
As stewards of educational excellence, you understand the intricacies of funding allocations, budget constraints, and resource management. Yet, your personal financial journey may encounter its own set of hurdles. From grappling with stagnant salaries in the face of rising living costs to navigating retirement planning in an uncertain economic climate, the financial landscape for higher education staff can be daunting.
Our team recognizes the unique financial issues that education administrators like you may encounter. We understand the pressures of managing departmental budgets while striving for personal financial stability. Whether you're contending with student loan debt accrued from advanced degrees or seeking guidance on optimizing retirement savings amidst evolving pension plans, we're here to provide tailored support.
Imagine having a dedicated partner to help you navigate the complexities of your financial journey. Our experienced advisors specialize in crafting personalized strategies that align with your career trajectory and long-term aspirations. Whether you're considering pursuing further education, transitioning to a new role, or planning for retirement, we're committed to helping you achieve financial peace of mind.
Don't let financial uncertainties impede your professional aspirations. Schedule a consultation with one of our expert advisors today and embark on a journey towards financial empowerment. Together, let's ensure that your financial future aligns seamlessly with your commitment to excellence in higher education.
Samantha (Sam) Silberstein, CFP®, CSLP®, EA is an experienced financial consultant. She joined the Student Loan Planner team to be able to combine her financial planning background and experience of working with clients burdened by student debt in education, research, medical and government related fields. She works one-on-one with clients to provide guidance and a path forward on navigating the complexity of student loan debt, while balancing other long-term financial goals. She is passionate about working with individuals and organizations that come from communities who may have been historically underrepresented and may have had limited access to competent and ethical financial guidance. Sam is an advocate for building a financial life that is both sustainable and compatible with one's own values and desires.
Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she spent a year teaching English in the Palestinian Territories and has worked closely with non-profits and service organizations all of her adult life.
Angie fell in love with personal finance while her family paid off $280,000+ of debt from graduate school. Her husband, a pediatrician, had gone to medical school on a partial scholarship. However, even with a modest amount of loans, by the time he finished residency, the loan balance had ballooned to a quarter of a million dollars. This, plus Angie’s graduate school debt, made them feel like they could not think about any other life goals — financial or otherwise — until the loans were paid.
In the process of figuring out how to pay the debt, Angie discovered the FIRE (Financial Independence Retire Early) movement, where she binged on financial podcasts and blogs and developed a financial strategy to pay off their debt. She felt empowered by what she learned and became passionate about equipping others with the same knowledge. She decided to change careers and become a fiduciary financial planner to help Gen X, Millennial and Gen Z clients with the unprecedented financial issues affecting these generations, like student loans.
Angie enjoys spending time with her husband and their five children in the Monterey Bay area of California, where they live. She swims with her local Masters swim team several times per week, just completed her first marathon, and is actively involved in her church. She also enjoys travel, backpacking, reading and giving back to the community.
Kathleen Boyd is a financial planner who holds the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), Certified in Blockchain & Digital Assets (CBDA), and Certified Student Loan Professional (CSLP®) designations. Kathleen has worked in the financial services industry for over 10 years, having started her career in private wealth managing investment portfolios for institutional clients and working in boutique advisory firms providing comprehensive financial planning services for individuals. She is a proud first-generation college graduate and understands first-hand what it feels like to be saddled with education debt, having financed her own college education with student loans.
Kathleen lives in Southern California and loves to spend her free time enjoying everything the city has to offer, from the beautiful sandy beaches to weekend festivals and the occasional California burrito. Kathleen is also a faculty member in the Graduate Department of Family Financial Planning at Oklahoma State University.
Testimonials
Jonathon
“We only just started working with SLP as financial planners, but we did two student loan consults that were some of the most valuable time we ever spent. We love how SLP really cares about our goals and works with us where we are to help us understand what we can do to achieve them. We’re big fans of SLP. “
Aimee
“It has helped me wrap my brain around all of my finances, especially my debt. It can get very overwhelming to have debt, but also goals I want to achieve. It has helped to be able to see the big picture, but to also be able to break it all down in small steps.“
Disclaimer:
Testimonials are from real customers who may have been compensated for reviews.
