Student Loan Planning
As a Certified Student Loan Planner and a Certified Financial Planner, we are experts in managing student loan debt. We design individualized plans to tackle student loans so you can feel confident you are taking the correct path. Whether it is public service loan forgiveness or refinancing, we have the knowledge and tools to develop the right plan for you. This service is offered independently from our financial planning package, so it is an excellent option for those who are not ready to commit to a long term financial planning relationship.
A Sample Project
You just graduated from medical school, and it is time to start your residency. But what do you do with that $250,000 student loan balance? Simplicity Financial is here to help. You can have a Student Loan repayment plan in 3 meetings.
Meeting #1
We gather information about your student loans and your goals around their repayment.
Meeting #2
After Simplicity Financial crunches the numbers, we review your repayment options and decide on a course of action.
Meeting #3
This follow up meeting is designed to make sure the course of action was executed appropriately and to address any questions that may have developed regarding your plan, including helping with forms and documents unique to your student loans.
Getting Out From Under Medical School Debt What You Need to Know About PSLF
Public Service Loan Forgiveness is often underutilized by physicians – and it can be a big mistake. Instead of putting off loans, paying interest for years, and having to continually decide between your lifestyle, your savings, and paying down your school loans, PSFL keeps more money in your pocket and aligns your savings goals with your loan repayment.
Download my eBook to find out if you qualify for PSLF, what the repayment plans look like, and how to stay on track through the process.
Take control of your student loans.
Pricing for student loan planning is set at the beginning of the relationship. Our individualized plans typically range from $500-$800.