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Medical Residents & Fellows - Financial Planning

We commit to helping residents and fellows successfully navigate the many unique financial options available to them, identifying their interests, priorities and financial goals so they can implement the appropriate plans to pursue them.

We review in detail goal setting, potential constraints, the current economic environment and relevant tax laws, and realistic investment expectations that fuel their current and future decision-making, realizing that everyone’s financial situation is exceptionally unique.

Our comprehensive process is designed to fully analyze our client’s financial position and lifestyle, creating integrated action plans and walking alongside them as they confidently execute their plans. * Serving in a collaborative relationship that focuses on service over sales, we provide the information needed for our clients to make confident, informed financial decisions.

We typically address the following concerns when planning with residents and fellows:

  • Debt evaluation
  • Employment contract review**
  • Life and disability income insurance 401(k) contributions and allocation
  • Monthly savings objectives
  • Employer benefit options
  • Basic estate documents**

*The client is free to implement the plan recommendations with whomever he/she chooses.

**The information contained in this website is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.