Specialized Planning with a focus on student loans: This specialized planning service focuses on one of the top financial concerns we hear from clients: student loans and repayment strategies. The repayment plan you choose now can help to put you on a path to longer-term financial success. 

Our experienced Financial Advisor specializing in student loan guidance provides a detailed student loan analysis, a key part of your specialized plan, that takes into consideration the many factors that can affect which repayment strategy is right for you including debt, family status, future income, and more. Our plans also include analysis of overall debt, cash flow, and insurance coverage.  Your plan can be updated as your life changes. 
 

Student Loans for Physicians: Made Easy

While most college graduates have student loans, residents and fellows are in a unique situation. Decisions that you make in the early days of training can either save you thousands or cost you thousands on your student loans.

We get it, medicine absorbs most of your time and student loans aren’t your area of expertise. Schedule a free, no-obligation initial consultation zoom call with a student loan expert that specializes in you. Married filing jointly? Single? Dual doc couple? Have kids? Moonlighting? All of these could have an impact on your student loan repayment plan.

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Student bites pencil while stressing about student loans

 

What makes us different?

Your unique career path and different employment options create many opportunities, but also confusion when it comes to loan repayment. We specialize in YOU and have worked with thousands of physicians at over 300 different training hospitals across the country. The laws and forgiveness plans seem to be changing every year. We stay up to date to make sure that your student loan plan is right for you!

We do not receive referral fees from refinancing companies, which allows us to present your options in an unbiased manner. Your best interest is our priority.

We do the heavy lifting.

If you choose to work with us after your initial consultation - we will take a lot off your plate, unlike your attending ;). Our goal is to make sure you are in the right student loan payment program and recertify each year. Your plan will include this important student loan guidance, along with an analysis of debt, cash flow, and insurance. We also want to educate you along the way so that you feel confident in your plan and how it may be impacted by your career path. By putting the control in your hands, our hope is to alleviate the stress of the unknown.

 

Kyle Flynn, CSPA

Kyle Flynn, CSLP has been helping residents and fellows across the country for 6+ years.

Steps to getting help:

  1. Schedule a consultation with our expert. 

  2. Our team will send a welcome email with the info that we need to help and prepare for our first zoom call.

  3. If you choose to work with us, we charge a flat fee no matter the size of your student loans.

  4. We review your retirement funding and risk management policies to explain how they impact your loan repayment plan

  5. Enjoy one less thing to worry about now that your loans are taken care of and your financial position is organized.

Pricing Structure.

No matter the size of your student loans, we charge a flat rate for our loan repayment-focused financial plans which can be broken down into monthly payments if you choose. We can answer loan-related questions and help with updates to your dynamic life including moonlighting income, marital status, entering practice, etc.

We can also assist with your income reverification and employment certification to make sure each payment counts toward Public Service Loan Forgiveness.

  • Plan Fee: $500 ($45/month)

*If you are looking for more comprehensive financial planning including topics such as Investment Allocation, Employer Benefits & Retirement Plans, or College Funding Projections, please let Kyle know during your initial consultation.

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Upcoming Student Loan Webinars

Student Loan Blog

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

 

4720204/DOFU 5-2022