Unlocking financial freedom with simple tools.
Rachel and Ben, despite a combined income of $320,000, found themselves burdened by $40,000 in debt spread across various sources: credit cards, a 'buy now, pay later' plan for furniture, and a lingering personal loan taken out after a cryptocurrency investment soured. The high interest rates were eating into their cash flow, preventing them from saving for a down payment on a house or investing strategically beyond speculative crypto.
Using Golden Door Asset's Loan Calculator, we helped Rachel and Ben analyze their existing debts. By inputting their current interest rates and loan amounts, they could clearly visualize the total cost of their debt. We then explored options for consolidating and refinancing into a single personal loan with a lower interest rate. The Loan Calculator allowed us to compare different loan terms and interest rates, ultimately finding a loan that reduced their monthly payments by $400 and saved them $15,000 in interest over the loan's lifespan.
The Loan Calculator was used to simulate various refinance scenarios. The Personal Loan Calculator helped determine optimal loan terms.
$15,000 in interest savings, improved cash flow by $4,800 annually, and a clear path to homeownership.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.