Student Loan Survey

Name

First Last

Phone

Email

What's Your Occupation?*

What is your total student loan balance? (Break down total principal vs accrued interest if you can find it, ALSO break down federal vs private if applicable)*

What is your spouse's total student loan balance? (Enter 0 if N/A, Break down total principal and accrued interest if you know those numbers)*

What is your current income?*

What do you expect your income will be in 5 years? (Guesses are ok)*

What do you expect your spouse's income will be in 5 years? (enter 0 if N/A, enter a guess if you aren't currently married but might be then)*

What is the average interest rate of your loans (and spouse's loans if applicable)*

How much are you saving for retirement right now and what kind of retirement accounts do you have access to (ie 401k, 403b, Traditional or Roth IRA and I save $500 a month)*

What year did you first take out student loans for any program?*

What year did you start repaying your loans?*

What student loan payment plan are you currently on?*

What is your current student loan monthly payment?*

How much do you spend each month on housing? Do you rent or own? Also if you have any big housing related goals let me know those here*

What do you drive (ie 2015 Honda Civic), what's the monthly payment, is it a leased or owned, and how much is left on the loan approximately (enter 0 if N/A and you own outright)*

What is your current family size? (If you're getting married or expecting a child this year include them)*

Do you expect your family size to grow due to marriage or children in the next 10 years? If yes, how many people do you expect adding?*

Are your student loans currently in default or delinquency?*

Have you ever done a direct consolidation of your loans?*

Yes
No
Unsure

Are you currently working for a not for profit employer?*

Yes
No

Do you want me to model the cost of Public Service Loan Forgiveness for your loans? (Applicable if you work at a not for profit employer or plan to in the future)*

Yes
No

What is the date of recertification for your loans?*

Terms of Service*

I accept
I don't accept

By working with One Brick Financial Concepts LLC ("OBFC"), you agree that the maximum liability or damages the company, its owners, and employees can incur is limited to the fees paid for consulting services. You understand that legislation, interest rates, politics, and federal student loan policies are subject to change, and that OBFC strives to come up with the most conscientious plan possible in the face of uncertainty. The consult fee is invoiced after the call and is due by the invoice date, which is generally about a week after the call. You understand that variable rates are subject to change, that private refinancing removes the possibility of PSLF, forbearance, deferment, and income driven repayment.

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