Testimonials

What financial planners are saying about LoanBuddy

Dev Thompson - The Lifter's Advisor

Dev Thompson

The Lifter's Advisor

Most people believe they're stuck being buried with their current student loan payment; a tool like LoanBuddy allows me to show my clients simply and efficiently that isn't the case, they do have options and we can easily explore those.

Jonathan Houk - Wealth Impact Advisors

Jonathan Houk

Wealth Impact Advisors / XYPN Member

LoanBuddy does an incredible job simplifying the complexity of student loan analysis. What used to take me hours to research and analyze now only takes me a few minutes. It has greatly improved how I can help clients with their loans and has helped cemented my role as their long-term planner. LoanBuddy is an invaluable tool for me and my clients. It does a wonderful job simplifying complexity for my clients while still having the robust tax integration I want. For the first time I have a student loan tool I trust.

Terry Anderson - Tactical Wealth Partners

Terry Anderson

Tactical Wealth Partners

LoanBuddy is a key component of my student loan planning process by providing me with a clear, concise snapshot of a client's student loan situation. Before, I had to sift through multiple documents and crunch the numbers by hand - the time it saves me is priceless!

Kimberly Crichton Enders - Enders Wealth Management

Kimberly Crichton Enders

Enders Wealth Management / FPA Member

Helping young professionals navigate their student loan options is critical to building a solid financial plan, so they can prudently save and invest for their future. I feel confident that LoanBuddy can help give me the tools & education I need to solidify my position as their long-term financial planner.

Justin Chidester - Wealth Mode FP

Justin Chidester

Wealth Mode FP / XYPN Member

I used LoanBuddy to visually illustrate the differences between student loan repayment options and strategies in a presentation to a group of graduate students. It completely unlocked the depth of student loan planning for the students, many of whom came to me afterwards and said it didn't 'click' for them just how much planning went into good student loan decision-making... until after I re-explained everything using LoanBuddy.

Kaleb Paddock - Ten Talents

Kaleb Paddock

Ten Talents / XYPN Member

LoanBuddy helps provide tremendous value to clients with student loan debt. The platform has helped empower clients to understand their debt situation in a clear, concise manner. I love using LoanBuddy to exceed client expectations when counseling them on their student loan debt!

Isaiah Douglass - ID Financial Planning

Isaiah Douglass

ID Financial Planning / XYPN Member

The ability to pull in NSLDS data in seconds is a massive time saver. By being able to then load any private debt allows for a clean organizational tool for clients. Most clients see they have 20+ loans, and it is overwhelming and confusing. Seeing a one-page consolidated view can make a significant difference in their outlook on planning.

Patrick Logue - Prudent Financial Planning

Patrick Logue

Prudent Financial Planning / XYPN Member Since 2015

This tool will literally save me hours worth of work each month. I have tested out the website and I was amazed at how quickly the loan information was presented in a clear, user-friendly format. I look forward to using LoanBuddy in the future to assist client's with their student debt.

Tim Baker - Script Financial

Tim Baker

Script Financial / XYPN Member Since 2015

I was the 1st LoanBuddy user and have been relying on this tech to help me save time and organize data and provide better advice to my clients in a more efficient manner.

Scott Snider - Mellen Money Management

Scott Snider

Mellen Money Management / XYPN Member Since 2016

LoanBuddy is a major time saver for anyone that does student loan planning. I was amazed at how fast the data uploaded - it literally took less than 5 seconds. LoanBuddy is super handy for financial planners that want a quicker way to do a student loan analysis.

Patrick Ortman - Ortman Financial Planning

Patrick Ortman

Ortman Financial Planning / XYPN Member Since 2016

LoanBuddy knows what Advisors need. Spending hours with my clients student loan information on spreadsheets has been a pain point for me in my growing business. LoanBuddy saves me hours for each student loan analysis I provide.