Smart debt restructuring unlocks financial freedom.
Maria, a 45-year-old single mother, felt trapped by debt from her dental practice and two children in private school. While her practice grossed $1.2 million, high operating costs and existing loans left her with limited cash flow for retirement savings and financial freedom. She worried about delaying retirement and potentially jeopardizing her children's education.
By utilizing Golden Door Asset's Loan Calculator, Maria and her advisor identified opportunities to refinance existing high-interest loans into a single, lower-interest loan. This resulted in a $2,500 reduction in monthly debt payments, freeing up capital to significantly increase her retirement contributions. They were also able to perform a practice valuation which was instrumental in her long term planning
The Loan Calculator was used to compare different loan scenarios, interest rates, and repayment terms. The PITI Calculator was used to analyze the impact of property taxes and insurance.
$87,000 in interest savings over the loan term, enabling Maria to retire three years earlier than initially projected. Increased retirement contributions now projected at $35,000 annually.
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