100% FREE PUBLIC SERVICE LOAN FORGIVENESS CHECKLIST FOR PHYSICIANS
PSLF Hacks: The Ultimate Checklist
to Do PSLF the Right Way—Without Costly Mistakes
Step-by-step checklist reveals every move you must make to qualify for
Public Service Loan Forgiveness as a physician—without the confusion,
overwhelm, or guesswork.
Step-by-step checklist reveals:
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Every step you must take to qualify for PSLF
without making critical mistakes as a physician.
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Exclusive limited-time bonuses, including the PSLF
60-min Masterclass & PSLF Master Dashboard.
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The exact framework we use with clients so you can pursue PSLF
confidently and stay organized from start to finish.
Enter your details and we’ll send the
PSLF Hacks Checklist + bonuses directly to your inbox.
Physician-Specific PSLF Strategy
Independent of Loan Servicers
Integrated with Your Overall Plan
What you’ll learn
Here’s What You’ll Discover Inside the PSLF Hacks Checklist
Dear Physician,
Qualifying for Public Service Loan Forgiveness can be much easier than you
think. Many physicians simply don’t know the correct steps to take—which
can make the process take longer than it should or, worse, cause them to
miss out on forgiveness altogether.
That’s exactly why we created this checklist for you—to give you a clear,
simple path forward.
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5 simple steps to achieve Public Service Loan
Forgiveness comfortably, confidently, and on time. These strategies can
help you save more money over the years than you ever thought possible.
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How to say goodbye to PSLF uncertainty, confusion, and overwhelm. We
took the key information from StudentAid.gov and condensed it
into a step-by-step checklist so you don’t have to worry about
information paralysis.
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What you should never do when trying to qualify for
PSLF. We’ll share battle-tested strategies we’ve used with clients, plus
pro tips from a physician who had their loans forgiven.
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How to avoid critical mistakes that could cost you. Even one mistake per
year could mean an extra 10+ months of unnecessary payments—learn how to
do it right the first time.
What’s inside
Here’s What You Get When You Download PSLF Hacks
Core Checklist
PSLF Hacks Checklist
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A simple, physician-friendly checklist that walks you through the
PSLF process from where you are now to forgiveness.
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Clear prompts to confirm qualifying employment, repayment plan, and
loan types—so you’re not guessing.
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Built to pair with the PSLF Help Tool and StudentAid.gov, not
replace them—so you stay aligned with official guidance.
Exclusive bonuses
Two Free PSLF Support Tools
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PSLF Master Dashboard: never struggle to stay
organized or on track again. Track qualifying payments,
employment, and next steps in one place.
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PSLF 60-Min Masterclass Recording: walk step-by-step
through the checklist with financial advisors Jeff McPherson, CFP®
& James Nutter from IM Wealth.
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Use both alongside your existing loan servicer and
StudentAid.gov tools to keep your PSLF journey clear and
on track.
Who it’s for
Is the PSLF Hacks Checklist Right for You?
This is especially helpful if:
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You’re a physician working for a qualifying employer and want to
make sure your PSLF path is on track.
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You feel unsure about the “fine print” and want a simple roadmap to
follow.
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You’ve seen conflicting advice online and want a framework that
plays nicely with official PSLF rules.
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You’d like to organize your PSLF journey alongside a broader
financial plan, not in a silo.
What this is (and isn’t):
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Is: a practical, physician-focused checklist and
dashboard to help you stay organized and avoid common pitfalls.
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Isn’t: a replacement for
StudentAid.gov, the PSLF Help Tool, or official
communication from your loan servicer.
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Is: a tool to help you ask better questions, make
better decisions, and feel more confident along the way.
Social proof
Here’s What Our Client Members Are Saying
“After residency, we wanted to get a better grasp of our financial
status and a stronger idea of how to reach our goals in the future.
During our process, James and Jeff worked hard to get to know us as
people before even touching our financial goals.”
“After sitting down with James and Jeff, we had a direction. We also
had time frames, which relieved so much of our financial stress. It
felt as if a huge weight was lifted and we had financial plans that
were within reach.”
“We can’t thank IM Wealth enough!”
— Scott & Selena Cressman
The statement was provided 6/8/2023 by Scott & Selena Cressman who
are clients. This statement may not be representative of the experience
of others and is not a guarantee of future performance or success. For
additional reviews, search us wherever local businesses are reviewed.
“Joining the investment world later in life, it helped us to receive a
confident, sincere, calm presence. Jeff is fastidious with
preparation. It feels as though there are certain things we can now
count on, and we have a clear path to achieve goals, realistically.”
“Understanding our concerns and strains of a growing family and our
needs as debt to asset ratio was higher than most, Jeff helped us
build financial security and safety nets in all aspects as our assets
grew and debt decreased.”
“Start early and ask questions and learn along with your advisor. Jeff
has been a great financial sounding board, teacher, friend and
advisor.”
— Diane & Andy Bigham
The statement was provided 1/29/2023 by Diane & Andy Bigham who
are clients. This statement may not be representative of the experience
of others and is not a guarantee of future performance or success. For
additional reviews, search us wherever local businesses are reviewed.
Take the next step
Get Instant Access to the PSLF Hacks Checklist
Download the free PSLF Hacks Checklist, PSLF Master Dashboard, and
60-minute PSLF Masterclass so you can stop second-guessing your path to
forgiveness and start moving forward with clarity.
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