About Us

We Are : A Document Preparation Company.

About Us

Student loans are stressful, but with the right knowledge and support it’s easy to get on track to manage your student loan debt. At Financial Preparation Services, we can help. We are a document preparation company specializing in the student loan industry. We have cultivated a performance-based system that focuses on our client’s needs. It’s only natural that client satisfaction has been our goal from the beginning.

Most college students turn to financial aid through federal student loans to handle excessive tuition fees. It’s risky to take on debt, but they justify it by saying they are investing in their future. However, they rarely consider what repayment will look like or how they will make the high monthly payments once out of college.


After graduation, it’s common for people to explore the freedom that replaces mandatory class attendance, acknowledge the hard-earned accomplishments, and daydream about what the future holds. Instead, for many the optimism of starting a new career or business quickly fades once faced with the outstanding amount of debt owed immediately out of school.

Instead of investing in a new business or going after the career they dreamed of while still in the classroom, people place their dreams on hold. They often settle for a job that forces them to live paycheck to paycheck. They find themselves unable to save or borrow money, purchase a home, or even pay for basic necessities.

A majority of their disposable income goes toward their monthly student loan payments. They feel trapped in a vicious cycle of debt that limits their otherwise limitless potential.

Does this sound familiar?

At Financial Preparation Services we believe the pursuit of formal education should empower people, not hinder them.

Our goal is simple: We aim to help you manage your student loan debt by aligning you with the U.S. Department of Education programs that fit your specific needs and achieve your financial goals.

As a student loan borrower post-graduation, there are four things we’ll help you get to effectively manage your student loan debt:

  •  A detailed understanding of your finances, budget, family household, and professional status as it relates to the different programs available
  •  A detailed understanding of the existing programs that you may qualify for, their advantages and disadvantages, and how they directly apply to your specific student loan situation
  •  Important student loan industry information, program modifications or changes, and foreseeable government action relating to student loan borrowers
  •  Proper document preparation and filing for specific federal programs, strategically targeted form submission timelines, and status updates for the programs applied for through the Department of Education

At this time the national student loan debt is $1.5 trillion and growing each year. It is the second largest debt in the United States next to home mortgages. With no resolution in sight, it truly is the next financial crisis facing our country.

Financial Preparation Services has helped thousands of student loan borrowers achieve financial freedom and once again feel empowered by their education.

Every situation is different, so we never provide a “cookie-cutter” solution.

With our abundance of experience we will customize a solution to your specific financial and student loan needs to meet your financial goals. We will provide you with all of the tools and resources necessary to properly manage your student loan debt so your student loan debt no longer manages you!

Dedicated Account Provider

We partnered with a dedicated account provider to ensure that your money is safe while we deliver on our promises.

Consumer protection laws are designed to protect consumers when they do business over the phone and set payment restrictions for companies in industries similar to Financial Preparation Services. These laws may not necessarily apply to Financial Preparation Service’s business; however, we are always making strides to comply with any such law to provide the highest standard of services available in our industry.

Financial Preparation Services partnered with a dedicated account provider that will serve as a banking and escrow platform for our clients. This means your funds are safeguarded until Financial Preparation Services completes the work. We fully disclose our servicers to the client before enrollment and before they sign anything – so we won’t collect a dime of our document preparation fees until our services are fully rendered, the client’s first payment is complete, and proof is shown to reflect that.

Our goal is 100% client satisfaction. By using a dedicated account provider, we show you that’s our goal instead of just saying it. We have a performance-based model because each client is important and there is no simple cookie-cutter solution. We only earn our fees upon the performance of our services and we as a company are better incentivized to get the quickest and best result for each customer or we simply do not collect any fees.

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