Services
Financial Literacy for Residents & Becoming an Attending
Transitioning from residency to attending brings new financial choices—and challenges. Our tailored program helps you:
Master Your Benefits: Learn how to optimize health insurance (PPO vs. HSA), maximize employer contributions, and make the most of open enrollment—even on a restricted salary.
Build Financial Security: Understand how to set realistic savings targets, manage cash flow, and fill critical insurance gaps as your income grows.
Rewrite Your Money Mindset: Explore your personal money story, shift from scarcity to abundance, and use money as a tool for your goals—not a source of stress.
Take Action With Confidence: Get step-by-step guidance on student loan repayment, high-yield savings, and consolidating retirement plans, so you’re ready for each new stage of your career.
We offer these courses at low or no cost to residents, because every physician deserves a strong financial foundation.
Advice Based Financial Services
Budgeting
Yes, it's the B* word. Let's face it, a budget is necessary to track your expenses and pay off debt in a timely fashion. It's not what you make, it's what you spend. We will help you see the big picture and the details of your financial habits.
In Case Sh*t Happens
How do you plan for the certainty of uncertainty? Insurance is often ignored until it's needed. Are you underinsured or over insured? We'll help review your coverage and identify options to fill gaps, ensuring proper protection.
Invest
It’s no secret the investment landscape is becoming more complicated each day. We will help you measure your risk using state-of-the-art tools with Nitrogen software, helping you invest with confidence.
F.I.R.E
Financially Independent & Retire Early. How much will you need? What will be your sources of income? Let's create a plan to help you become financially independent sooner rather than later.
Tax & Estate
We’ve all heard of the certainties of death and taxes. Although we can’t plan for everything, we can help you prepare for the unexpected. Estate & tax laws are complex and ever-changing. We help clients and their tax/legal professionals proactively plan to reduce taxes and orderly estate distribution.
Residents & Physicians
We help residents & physicians ensure that the same commitment you bring to patient care is reflected in your financial lives—empowering you to build healthy money habits, protect your future, and let your finances support the life of service you’ve worked so hard to achieve.
Financial Planning Steps
Discovery Session
Let’s determine if we are a good fit. We will discuss your values, goals, and behaviors. We will share the process and fees for engaging in advisory services.
Data & Strategy Sessions
We will help you get organized and provide an analysis and recommendations on how to meet your goals.
Action & Review
Together we will take action to review & monitor your progress
Take a quick 2-minute Financial Literacy Quiz
