Services & Costs

You Deserve to Know What You’re Getting—and What to Expect

You don’t need another confusing fee structure or vague promises.

At Second Opinion Financial, we keep things simple and clear. You’ll see exactly what each plan includes, what it costs, and what you’ll walk away with.

It’s the same approach we learned in medicine: put people first, stay transparent, and focus on what matters most.

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Our Services

Student Loan Plans

This is a one-time planning session focused only on your student loans. You will learn how to treat your loans, not just manage them.

Here’s how it works:

• We will review how you want to treat your loans:

• Pay them off or Use Loan forgiveness (PSLF or IDR)

• We gather the info we need (I’ll guide you through it)

• We will review your repayment options

• You walk away with a clear strategy based on your goals and numbers

You’ll walk away with:
• A loan plan you can actually follow
• Confidence about what to do next

Cost: $597

After the plan, you can:

  • DIY it – Work through the plan

  • Refresh – Makes sure you are still on track with your student loans $497

Essential Plan

Comprehensive Plan

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