Empowering Physicians, Optimizing Finances, Supporting Nonprofits.
Dr. Sharma, while successful, felt overwhelmed by her $280,000 student loan debt and the complexities of managing her personal and business finances. She wanted to maximize her charitable contributions through planned giving while simultaneously pursuing strategies for student loan forgiveness, but struggled to reconcile these goals with her existing budget and business obligations.
Using Golden Door Asset's Budget Calculator, Dr. Sharma gained a comprehensive overview of her monthly income and expenses. This revealed areas where she could cut back on non-essential spending. Furthermore, the Student Loan Forgiveness Calculator helped her assess her eligibility for Public Service Loan Forgiveness (PSLF) and showed her how strategic budgeting adjustments could increase her chances of qualifying. The budget calculator allowed her to identify $3,000 in potential monthly savings.
Dr. Sharma inputted her income, expenses, and loan details into the Budget Calculator and Student Loan Forgiveness Calculator. The tools then generated personalized reports outlining her budget surplus/deficit and PSLF eligibility based on income and repayment plan options.
$280,000 in potential student loan forgiveness and $36,000 annually reallocated for personal savings and charitable giving.
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