Balancing business growth with personal financial health
David has built a successful SaaS company, but he also carries $250,000 in personal loans from various ventures prior to his current success, carrying interest rates between 8% and 12%. He's unsure how aggressive to be in paying down this debt while simultaneously investing in his company's growth and managing his substantial, but illiquid, RSU holdings and $500,000 personal portfolio.
Using Golden Door Asset's Loan Interest Calculator, David can visualize the total interest he'll pay over the life of each loan and explore different payoff strategies. By comparing scenarios with varying monthly payments, he identifies a plan to accelerate payoff of the highest interest loan using future liquidity events, saving thousands in interest. Further analysis using the Refinance Calculator explores potentially lower interest rate options, and the Student Loan Calculator determines which of his loans even qualify for forgiveness options.
The Loan Interest Calculator enables dynamic scenario planning by adjusting loan amounts, interest rates, and repayment schedules. This allows advisors to create personalized recommendations based on specific client data.
$32,000 in potential interest savings by prioritizing high-interest loan repayment and exploring refinance options.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
