The #1 Financial Advisor For Healthcare Professionals

Student Loan Strategy For Healthcare Professionals.

Student loan planning is a vital aspect of financial preparedness as you navigate your career. It involves developing savings strategies to manage and repay student loan debt efficiently, considering factors like loan types, repayment options, and potential forgiveness programs specific to the healthcare sector.

By assessing loan terms, income projections, and budgeting effectively, we can devise you a plan to minimize your debt burdens while maintaining financial stability and pursuing your other financial goals. Implementing student loan planning is part of setting the stage for a more secure financial future.

What is student loan planning?

How it works.

  • Everyone starts with a session with a Certified Financial Planner™ to discover your financial goals & ask your financial question.

  • Student loans are complex and we are experts in finding savings in the confusion that is student loans.

  • Part of maximizing your savings is following the roadmap that we provide for you, we provide a step-by-step plan that you implement.

  • Stay on track with your financial goals with a plan that updates intuitively with all of your accounts.

Our Trusted Advice Guarantees

We guarantee that all planning will be done by a Certified Financial Planner™ adapted to help healthcare professionals & business owners.

We are obligated by law to always act in the best interest of our clients when providing financial advice and planning expertise.

All Student Loan Plans are done by our Certified Student Loan Planners™ meaning they have undergone specific education for student loans.

Our Clients Results:

All Debt

Our clients pay an average of $67,512 - $112,546 less in debt over the course of their loans, student loans and credit card payments.

Reach More Goals In Less Time

With the right financial plan our clients are able to reach their financial goals 3 - 5 years faster than they would without a plan.

Better Investments

With a strategy built to mitigate investment risk, our customers are keeping more of their income and losing less on low value investments. (By not making them.)

Why get a student loan plan with DocWealth?

Meeting with an expert like our Certified Student Loan Planners™ can be the difference between you saving thousands of dollars in student loan payments and you paying more than necessary. We don’t only help you save money but we’re experts in financial planning for healthcare workers just like you, meaning our advise stretches much farther than your student loans.

FAQs

  • Your first session with an Advisor can last anywhere from 20 to 45 minutes depending on the time you wish to spend with your Advisor.

  • You can have basic access to our planning software for free. A student loan plan starts at $459.

  • Yes! Many of our clients choose to maintain a relationship with their Advisor through our monthly planning service for on-going advice and planning.

  • You do, we do not perform money management services, but empower our clients to manage their own money with a financial plan, advanced technology and the best advice.

Track The Progress of Your Student Loan Savings

Connect everything in one place to track & accomplish your financial goals using bank safe technology.

The #1 Financial Advisor For Healthcare Professionals

How Would You Like To Get Started?

Are we a good fit for you?

Free 1-on-1 advisor session

View Financial Plans