Student Loan Planning Referral Questionnaire

Student Loan Referral Questionaire

Please complete the following questions and submit.

You will then be redirected to a step by step guide for how to download and send us your Department of Edu data file for review.

Name

Phone number

Email

State

How did you hear about us?

Do you work at a PSLF qualifying institution and/or want to pursue the PSLF forgiveness program?

Do you have an initial gameplan for paying off your student loans? Please explain.

Are you married or planning to get married in this calendar year?

How many dependents do you have?

What was your individual income on your most recent tax return?

Do you anticipate changes in your income in the coming years? Please explain.

Anything else helpful for us to know?

Thank you for your submission! Please now upload your txt file below. There was a problem with the form submission. Please try again.

Once you hit Submit, please upload your most your studentaid.gov data record to review your loans and history.

How to find the file:

Go to StudentAid.gov and log in.
On your Dashboard, scroll down and click on “View My Loans.”
Select “Download My Aid Data.”
Download the full federal loan data file (.txt).
Upload that file using the secure button below.

This upload is goes directly into our secure folder.

Upload StudentAid.gov Loan Data File Securely

Your dedicated advisors

Michael Foley, CFP®, CSLP®, CKA®

Founder & Financial Advisor

480.582.4346

michael@humblewealth.com

Michael Foley is the founder of Humble Wealth and a Financial Advisor with a deep focus on serving healthcare professionals. A native of Paradise Valley, Arizona, and the son of a Pediatric Anesthesiologist and a Maternal Fetal Medicine...

Hannah Flodin, CFP®, CSLP®

Financial Advisor

480.550.9745

hannah@humblewealth.com

Hannah is a Financial Advisor at Humble Wealth, where she specializes in helping medical professionals build financial clarity and confidence. Having grown up in a household without much financial education, she understands how...