Sign up to work with one of YFP Planning's CERTIFIED FINANCIAL PLANNERS™ for a virtual 1:1 student loan analysis to evaluate all your options and decide on the best repayment plan for your situation.
CFP®, CSLP®, CDFA®
Kelly Reddy-Heffner, CFP®, CSLP®, CDFA® is a Lead Planner at YFP Planning. In addition to being a CERTIFIED FINANCIAL PLANNER™, Kelly is also a CSLP® (Certified Student Loan Professional). The CSLP® is a training program and specialty designation for financial professionals that focuses on advising borrowers on repaying student loans as part of their comprehensive financial plan. Kelly has completed this training and continuing education and is certified in the advisement of student loan debt repayment through the CSLP® Board of Standards.
Kelly enjoys time with her husband and two sons, riding her bike, running, and keeping after her pup ‘Fred Rogers’. Kelly loves to cheer on her favorite team, plan travel, and loves great food but ironically doesn't enjoy cooking at all. She volunteers in her community as part of the Chambersburg Rotary. She believes that there are no quick fixes to financial confidence and no guarantees on investment returns, but there is value in seeking trusted advice to get where you want to go. Kelly’s mission is to help clients go confidently toward their happy place.
CFP®
Robert Lopez, CFP®, is a Lead Planner at YFP Planning. Along with his team members Kimberly Bolton, CFP® and Savannah Nichols, he helps YFP Planning clients on their financial journey to live their best lives.
To go along with his CFP® designation, Robert has a B.S. in Finance and an M.S. in Family Financial Planning. Prior to his career in financial planning, Robert worked as an Explosive Ordnance Disposal Technician in the United States Air Force. Although no longer on active duty, he still participates as a member of the Air Force Reserves.
When not working, Robert enjoys being outdoors, playing co-ed volleyball and kickball, catching a game of ultimate frisbee, or hiking with his wife Shirley, young son Spencer, and their dogs, Meeko and Willow.
A 1:1 meeting with a YFP Planning CERTIFIED FINANCIAL PLANNER™ to:
$599
This service is intended for pharmacists that resonate with one or more of the following:
While some people may find that determining a repayment strategy is straightforward and easy to navigate, others may have a difficult time confidently choosing a plan that aligns best with their situation and goals. Pharmacists, on average, graduate with student loans that creep up over $179,000! Aside from a home purchase, this is likely the largest amount of debt that you'll have to pay back. We want to help you avoid making mistakes along the way that can cost you tens of thousands of dollars (or more!) or tag on additional years of repayment.
If you've paid off your student loans, congratulations! While we'd love to talk to you, obviously this service isn't for you. If you have already refinanced you federal loans to all private loans this may not be the right service for you either. Feel free to email us at yfp@yourfinancialpharmacist.com if you have questions about your private loans.
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