Student Loan Analyzer

Your Loans, Clearly Diagnosed.

Upload your federal student loan data file for an instant, comprehensive overview of your loans, repayment options, and forgiveness progress.

What You'll Get in 90 Seconds

Upload your federal loan file and answer a few quick questions. You'll receive an instant, personalized snapshot of your student loans, including payment scenarios you can explore yourself.

1
Upload Your FileDownload from studentaid.gov
2
Answer a Few QuestionsCareer, income, household
3
Explore Your SnapshotPayment scenarios, key dates, PSLF progress

Upload Your MyStudentData File

Your NSLDS data file contains everything we need to give you a clear picture of your federal loans, repayment plan, and PSLF progress.

How to get your file

  1. Go to studentaid.gov and log in with your FSA ID
  2. Navigate to My Aid → Download My Aid Data
  3. Download the MyStudentData.txt file
  4. Upload it below

📄 Drag & drop your MyStudentData.txt here
or click to browse

🔒 Your data is encrypted and stored securely. If you choose to work with an advisor, they'll have access to review your results.

Analyzing your loan data...

Early Access — You're using an early version of this tool. It's improving every week. Spot a calculation that looks off? Let me know

Your Student Loan Strategy Starts Here

A personalized snapshot to help you understand your options and what to do next.
Your Snapshot

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Your Transition from Medical School to Residency

When you graduate from medical school, your federal student loans typically enter a six month grace period before required payments begin.

For most physicians graduating in May, this means the grace period ends around November, and the first required payment typically begins shortly after. PSLF credit begins with your first qualifying payment.

Many residents move through this transition without realizing that the decisions made during this short window can significantly affect what their payments look like during training.

For many borrowers, monthly student loan payments during residency can land around $300 to $600 per month, depending on income, loan balance, and how repayment is set up.

Did you know many residents are able to start residency with $0 or very low monthly student loan payments?
Select one to see what this means for your situation.

That's great. Many residents who understand how this transition works are able to secure very low or even $0 monthly payments during residency.

One of the most important steps is e-filing your prior year tax return (2025) before starting residency. Even if you had little or no income during medical school, submitting that return can play an important role when enrolling in an Income-Driven Repayment plan.

When this timing is handled correctly, many residents are able to begin training with extremely low payments.

If you earned income during medical school or are married, the strategy can look a little different. In those situations, $0 payments may not always be possible, but there are often still opportunities to significantly reduce what your monthly payment would otherwise be.

If you would like a simple step-by-step walkthrough of how this process works, I created a guide specifically for graduating medical students.

Open the MS4 Guide

If you are graduating this year and want a second set of eyes on your situation, I reserve two free MS4 loan reviews each Friday for readers of my newsletter.

Join the MS4 Newsletter

This is one of the biggest opportunities many residents overlook.

With the right setup during the transition from medical school to residency, many physicians are able to begin training with $0 or very low monthly payments on their federal student loans.

One of the most important steps is e-filing your prior year tax return (2025) before residency begins. Even if you had little or no income during medical school, submitting that return can play a major role when enrolling in an Income-Driven Repayment plan.

When this timing is handled correctly, many residents are able to start training with extremely low payments.

If you earned income during medical school or are married, the strategy can be a little more nuanced. While $0 payments may not always be possible in those cases, there are often still ways to significantly reduce what your payments would otherwise be.

If you would like a clear step-by-step walkthrough of this transition, you can download the MS4 guide below.

Open the MS4 Guide

If you are graduating this year and want help reviewing your situation, I reserve two free MS4 loan reviews each Friday for readers of my newsletter.

Join the MS4 Newsletter
Your Path to Loan Forgiveness
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Explore Your Payment Scenarios

These are estimated monthly payments under different Income-Driven Repayment plans based on your current information.

IDR Plan Eligibility
📅 RAP Availability
RAP is expected to become available July 1, 2026 for new enrollments.
Income: $0 | Family: 1 | Filing: Single | Balance: $0
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View Detailed Plan Comparison
Plan Monthly Payment Annual Cost % of Income Eligible
Estimates based on the inputs above. Actual payments may differ. Does not include interest accrual or capitalization.
Monthly Cash Flow Impact
View Details
What your selected plan looks like in terms of your monthly take-home pay. This uses a simplified federal tax estimate and does not include state taxes or pre-tax deductions.
Federal tax estimate uses 2025 brackets and standard deduction. Does not include state income tax, FICA on self-employment income, pre-tax retirement contributions, or HSA deductions. Actual take-home will vary.
Key Dates
PSLF Progress Timeline
View Details
Qualifying payments toward the 120 required
Matched months
Months remaining
Est. years to forgiveness
PSLF requires 120 qualifying payments while working full-time for a qualifying employer (nonprofit, government, or public service organization).
Your Loan Structure
0 (Verified) / 0 (Estimated) / 120 payments
120 payments remaining
Started: Est. Completion:
Disclosure: About Your Data and Assumptions
How this report is built and what to keep in mind.

This snapshot reflects your most recent federal loan file and the information you provided. If you have recently submitted a PSLF certification, changed repayment plans, consolidated loans, or switched employers, those updates may not yet be reflected.

This tool is designed to help you understand your options. It is not personalized financial advice, and results depend on the accuracy of your inputs.

Estimates, projections, and timelines may change based on future income, repayment choices, and program rules.

For the most accurate and up-to-date information, confirm details with your loan servicer or studentaid.gov.

What Are You Trying to Figure Out?
What are you trying to figure out right now?

Most borrowers come in with a few specific questions. Select all that apply to you.

NEXT STEP

Ready to build your student loan strategy?

In a one-hour Student Loan Strategy Session, we take what you are trying to solve and turn it into a clear plan based on your income, career, and goals.

What we focus on:
Lowering your monthly student loan payment
Choosing the right repayment plan
Building tax strategies that support your plan
Aligning your investments with Income-Driven Repayment
Mapping out clear next steps
$299 one-time investment
One hour. A clear plan. No ongoing commitment.
MEET MICHAEL
Michael Putterman
MP
Michael Putterman, CFP®

I help med students, residents, fellows, and early-career attendings turn complex student loan decisions into clear next steps.

For educational purposes only. Not personalized financial advice.

📄 FILE RECEIVED

Let's personalize your triage report

Answer a few quick questions so your summary reflects your actual situation.

CAREER
HOUSEHOLD
INCOME
FINAL
Where are you in your career?
This helps us frame your PSLF timeline correctly.
Please select your career stage.
Please select your medical school level.
Please select your specialty.
Please enter your expected completion date.
Please select one.
Please select your specialty.
Please enter your expected completion date.
Please select your specialty.
Please enter when you started.
Please select one.
Step 1 of 4

Sample Loan Snapshot

This is what your personalized report looks like — built from real loan data.