Financial Education for Physicians
Think of it as having a knowledgeable friend who sits down with you and says — here's what I'd do in your situation. No products to sell. No assets to manage. Just straight answers, built around your life.
The problem
Get everything in place — disability policy, retirement contributions, loan plan, bookkeeping system.
Auto-contributions, the right repayment plan, protection in place. You stop thinking about it.
New job, marriage, kids, practice ownership — we update the system. Then back to autopilot.
How It Works
This isn't generic financial advice. It's a focused conversation built around your situation — your loans, your income, your timeline.
20 minutes. We cover where you are, what's most urgent, and whether working together makes sense. No pitch, no pressure.
Disability insurance, student loans, retirement accounts, practice launch — we go deep on whatever is most important right now.
Not a vague overview. A specific set of next steps tailored to your income, your tax situation, and your goals.
Education Topics
Every session is built around your situation. These are the topics most physicians work through first.
Own-occupation policies, benefit amounts, how to actually choose a plan.
Step-by-step walkthrough. Pro-rata rule, execution, and annual process.
PSLF eligibility, IDR plans, refinancing decision — built around your numbers.
401(k), 403(b), HSA, and Solo 401(k) for practice owners. Maximize every dollar.
W-2 vs. 1099, S-corp elections, deductions — stop overpaying at your income level.
Entity structure, financial projections, bookkeeping setup for new practice owners.
How lenders treat physician income, doctor loans, and what to do before you apply.
Clean financial records, QuickBooks setup, document systems — built once, run forever.
Free Resource
Ten financial steps — in the right order — for physicians, dentists, and attorneys who graduated with significant income and zero financial infrastructure. Free. Interactive. Yours to keep.
Who This Is For