How does the consult work?
When you click the button and schedule your plan, we’ll give you a call at the time you choose. Once you book, you’ll get a link to fill out our consult form.
We boldly claim that we tend to save clients a ton of money by correcting repayment mistakes. Here are a few examples:
- Public health dentist was on the wrong repayment plan for PSLF and made a tax filing mistake. Projected Cost: $50,000
- Private practice associate thought she needed to refinance when she had another option. Projected Cost: $90,000
- Dental practce owner incorrectly believed his payments could not be reduced because of his high income. Projected Cost: $80,000
During the first 15 min of the call, we get to know your goals.
Then, we’ll spend about 30 minutes discussing our analysis and ensuring you understand the pros and cons of all your available repayment options.
In the last 15 minutes, we review action steps and ensure you understand how to achieve the recommended changes in your strategy.
What is the cost?
We're not trying to sell $10,000 financial plans around here.
In fact, many fiduciary financial planners refer their clients to us because all we do is specialize in complex student loan analysis.
For all fans get $100 OFF our price of $595, making it a one-time fee of $495.
We include 3 months of follow-up questions via email at no additional cost. That way, you can ask questions and not feel like you're on the clock.
What's the Cost if You Don't Use Our Service?
At a minimum, it's hours spent learning and applying student loan rules that you could've used to do something else.
If you get paid at least $20 an hour or prefer to spend your precious time efficiently, the service pays for itself pretty easily in time saved. For 90% of our clients, we find a five—to six-figure mistake in how they were managing their student debt.
Latest Reviews
Here are the latest reviews that have come in from clients. These are independently verified reviews from Shopper Approved, one of Google’s partners that has a stringent verification process. Want proof? Here’s the link to see for yourself.
5
Out of 5.0
Overall Rating
99%
of customers that buyfrom this merchant give
them a 4 or 5-Star rating.
April 29, 2025 by antennadad (OH, United States)
“This was the best investment in my future that I have ever made. I am not a wealthy guy. I am a 65 year old working professional making under $75k/yr. So, having over $100k of Parent Plus Loans has had me in a hopeless mood for years... and this cloud of debt has had a paralyzing effect on my life. But now, after a comprehensive review of my situation with Jake, I know what to do, how to do it, what not to do, and when. I feel absolutely relieved! What more could I ask? I will end up saving nearly $100k over the course of minimal repayment on IBR as I transition into retirement, and get credit for very low payments and likely forgiveness, if all goes as planned. Thank you for restoring joy for my future, Jake. Thank goodness for Travis and the Student Loan Planner staff.”
April 26, 2025 by Tracey (FL, United States)
“I can't thank Jake Courtney enough!! He took the time and care to understand my financial goals, reviewed my options, and helped get me on track with my student loan repayment. I feel more at ease moving forward with my plan. I have confidence in all your support and I know I can call in the next few months if needed. I will certainly be happy to recommend Student Loan Planner!!
Thank you again!! Be well and be safe, Tracey”
Thank you again!! Be well and be safe, Tracey”
April 25, 2025 by Ellen J. (GA, United States)
“Derenda was extremely thorough with her explanations of e various scenarios that could take place with our loans. She went through each possible scenario and also provided a detailed emailed with the advice she lined out during our meeting. I felt more confident about my loan situation after speaking with her. I highly recommend Derenda to anyone with questions about the student loan option and process.”
April 21, 2025 by Heather (AK, United States)
“Covered all my questions and provided me with other options I hadn't thought of. Enjoyed discussing more about future options and how my investments now can influence when I could retire.”
April 20, 2025 by Kevin C. (CA, United States)
“Derenda was very informative and patient. Her expertise gave me confidence.”
April 11, 2025 by Irene (TN, United States)
“David was great. Super informative and patient with all of my questions. I had been spiraling and feeling very anxious about what I needed to do or NOT do with my student loans. The options were overwhelming to me. I ended our call feeling so much better, with a plan of action that I could start implementing that very day. I'm at peace with the investment I made to make sure I'm making the best decisions for my future and financial goals.”
April 11, 2025 by Cassandra R. (WA, United States)
“My husband and I had a call with Dedreanda King and found it to be incredibly informative. The current educational loan landscape is in flux with many IDR plans being on hold so it was helpful to speak with an expert on how to navigate these changes. I am currently on a SAVE plan at a 503(c) institution which participates in PSLF. Unfortunately, due to SAVE being on hold I have not been able to make any payments for the last 8 months and wanted some insight on the best repayment option for my current situation.
Our advisor was able to forecast multiple repayment options including IDR, standard and PSLF - all of which are current options to me. We were able to outline the monthly payment requirement and long-term forgiveness with each option. This meeting allowed my husband and I to make an informative decision about how to approach loan repayment.”
Our advisor was able to forecast multiple repayment options including IDR, standard and PSLF - all of which are current options to me. We were able to outline the monthly payment requirement and long-term forgiveness with each option. This meeting allowed my husband and I to make an informative decision about how to approach loan repayment.”
April 7, 2025 by Carolyn (TX, United States)
“I already felt pretty knowledgeable about student loans and PSLF so I wasn't sure what to expect, especially with the current SAVE uncertainty, but I found the consult extremely valuable! We discussed the options for my specific situation and I left with a solid plan and actions to take that I feel really good about. So glad I got in before filing taxes this year!”
April 5, 2025 by A Reviewer (United States)
“Great experience. Very helpful”
April 3, 2025 by Amy C. (AZ, United States)
“Working with David was a fantastic experience! Not only did he make me feel better about the amount of my student loan balance, but he was also able to chart a path forward so that I felt empowered and hopeful for the first time in years! Especially with all the quick changes occurring in the Department of Education, I came out of the consult with a road map of what to do and when. Thank you David and team!!!”
April 1, 2025 by Danny (United States)
“I met with Michael Dean, and had a great experience. He was up to date on all of the legal developments impacting student loans, had practical advice, and tailored the meeting to my specific situation and needs. Highly recommend. I will be relying on his advice and putting the plan into action.”
March 31, 2025 by Elizabeth (CA, United States)
“Michael was a pleasure to work with. He modeled several different options for us between student loans and filing taxes to help us save a significant amount of money. Highly recommend his service!”
March 25, 2025 by Sarah (DE, United States)
“Great service that is invaluable for my financial future. Connor was excellent and I'd love to work with him again.”
March 23, 2025 by Ally (WI, United States)
“Michael was very knowledgeable and walked us through all the possibilities. We left feeling confident, even with all the uncertainties with litigation and the department of education.”
March 21, 2025 by Kerri (ME, United States)
“I heard about this service through a student loan webinar for veterinarians. It's been so difficult to navigate all the things associated with student loans and David has helped made things clear. I am always worried about finances and for the first time, after this consult, I feel optimistic about where my family and our finances are. David was kind, knowledgeable, concise and caring. I have already recommended him to one friend/colleague; it's unlikely to be the last!”
March 17, 2025 by WR (TN, United States)
“Michael was very knowledgeable and helpful and gave me a good plan.”
March 15, 2025 by Tyler (AZ, United States)
“Insightful and helpful advice. I wish I called sooner.”
March 14, 2025 by Kent &. (NC, United States)
“The session with our planner was SO valuable. He answered every question, and gave us a step-by-step plan to work on moving ahead. We had been so confused by the recent changes, and now we have a plan to follow confidently. We were impressed by his knowledge and ability to explain the various options. We have already started the process and feel we are finally in control of our financial future.”
March 13, 2025 by Reilly (IL, United States)
“Connor was so helpful about my loans. Really knew his stuff, was great at explaining it all to someone who doesn't have too much of a financial background, and he totally met me where I was at!”
March 13, 2025 by Andrew (PA, United States)
“It was a great service, I was almost certain I knew how I wanted to pay back my loans but making the decision to get the consult was worth it. I feel bad for people who do not make an appointment with a consult. They may lose out on a lot. Highly recommend. I thought I knew a lot about student loans and I did, even so they were still able to provide helpful info.”