I provide student loan analysis to help medical students and residents choose the best course of action in paying off their student debt.
This service consists of organizing and analyzing all private and federal student loans, as well as creating a customized repayment strategy considering your situation, and its complexity.
In addition to the customized repayment strategy, you will have access to our budgeting software which will allow shared monitoring of your budget and spending patterns. This will provide a solid foundation for good financial habits early in your career. We will meet annually to update and review your repayment strategy and budgeting, however, I will be available throughout the year if you need assistance via email or phone.
If the client is enrolled in either comprehensive planning program, then this fee is waived.