November 25, 2018

A student loan advising story

Decision points in your financial practice It’s Thursday evening, 6:30 PM and you are awaiting the arrival of your two prospective clients, an engaged couple Josh and Cynthia (fictitious names). Josh is a nurse at the local hospital, and Cynthia recently graduated from dental school a year ago. In your pre-meeting phone call, they made...
The CSLP Advising Process