Education Sessions
Not a webinar. Not a course. A focused session built around your specific situation — your income, your loans, your tax picture — so you leave knowing exactly what to do next.
Book a free intro call →Education Sessions
Sessions are 90 minutes, one-on-one, focused on a specific area. You drive the agenda based on what's most pressing.
The full picture — for residents, fellows, and new attendings who haven't built their financial infrastructure yet. We cover the highest-leverage moves in order of priority.
Already have the basics? Go deep on one specific area. Whether it's understanding your loan forgiveness eligibility or finally executing the backdoor Roth, we cover it fully.
Once a year, sit down and make sure everything is on track. Tax year changes, new income, practice updates — keep the plan current as your career evolves.
Not sure where to start? Start here. We'll talk through your situation, figure out what's most urgent, and whether working together makes sense for you right now.
Important Note
These are educational sessions, not licensed financial advice. We teach concepts, explain your options, and help you understand your situation — so you can make better decisions, or ask sharper questions of your CPA or financial advisor. Think of it as the financial education your training never provided.
For Practice Owners
Most physicians focus on the clinical setup and figure out the business side later. That's backwards. The financial infrastructure — entity structure, bookkeeping, projections — should be in place before you see your first patient.
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