Annual Service

The Student Loan Professor Annual Service Offering

Individuals
$300 annually, billed quarterly at $75

Couples
$480 annually, billed quarterly at $120

Making a plan is one thing. Seeing it through to completion is another. The annual service strategy is designed to help you stay on track, make adjustments as life inevitably takes its course, and ensure savings are maximized at all times. This service is only available to those who have completed an initial consultation. You can sign up for a consultation and the annual service together, or wait and register after your consultation.

Here is what you can expect from your investment:

  • One comprehensive consultation each year
  • Unlimited support throughout the year
  • Hands-on assistance completing every aspect of your repayment action plan
  • Discuss income allocation to complement forgiveness strategy
  • Assistance communicating with your loan servicer if they make your life difficult
  • Assistance with annual IDR renewal forms and PSLF employer certification forms
  • Keep you updated with regards to student loan legislation and marketplace changes
  • Verify qualifying PSLF payments each year and help get credit for missing payments
  • Discussion of resident-specific insurance needs
  • Assistance with final PSLF application
  • Review of job opportunities with Salary Boost analysis for comparing non-profit vs for-profit opportunities
  • One financial planning meeting with Larson Financial Group (after first year renewal)

Register for an initial consultation and annual service

Contact us to register for the annual service if you have already completed your consultation.

Other Services

Consultations

Refinancing

Financial Advice

If you would like to explore offering any of these resources to your students, residents, or employees, please contact Brandon Barfield at