Prudent Financial Planning
I am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I contributed to the Student Loan sections of the CARES Act that reduced payments to $0 on all eligible Federal Student Loans, reduced interest rates to 0%, and allowed for Tax-Free Student Loan assistance from employers. I also advocated for additional Student Loan Benefits. I am also a member of the
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Sentiment Analysis
Student loan repayment is a challenging and overwhelming topic, which Patrick and his team narrowed down into very clear and concise routes.
Experts on everything student loan.
I would highly recommend Prudent Financial Planning for any stage customer; from someone just starting out saving to someone who is already retired, they have the ability to support your needs.
If you have student loans, are just starting your career, are a long standing professional, or someone looking for sound financial advice, you cannot go wrong with Prudent Financial Planning.
My wife and I have had nothing but positive experiences with Pat.
My husband and I can’t say enough about how helpful Patrick has been in organizing our financials and keeping us on track with our goals.
Pat laid out the best plan of attack from the start and I have accomplished a number of debt cancelling, saving, and investment goals including buying my first home while working with him.
And if he doesn't know with one hundred percent surety, he will find out.
Patrick and the Prudent Financial Team seamlessly walked me through transitioning my accounts and have taken the time to listen to my investment concerns and match me with investment opportunities that keep planet, people, and profit in mind.
The thing I like most about Pat's approach to financial advising is his willingness to play with data that helps his clients make the best decisions.
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