Andwise Frequently Asked Questions (FAQs)

By: Andwise Team

Published: Jul 1, 2022

📂 About Andwise

Written for:

✅ Medical Students

✅ Residents and Fellows

✅ Early Career Physicians

✅ Mid Career Physicians

✅ Established Professionals

At Andwise, our ultimate goal is to empower physicians to take control of their financial lives by equipping them with the knowledge, resources, and tools they need to make informed decisions. We are dedicated to providing a user-friendly, comprehensive platform that simplifies the complex world of personal financial wellness. In this section, we address some frequently asked questions about our platform and services.

What is Andwise?

Andwise is a platform dedicated to providing physicians with the tools, resources, and education they need to achieve financial independence. Our goal is to simplify the complex world of finance and investments and offer valuable educational resources and decision support tools to help physicians make more informed financial choices.

Who is behind Andwise?

Varun Verma, MD, cofounded Andwise with Kanav Jain. Varun has a decade of experience in internal medicine, working at renowned hospitals such as UCSF and Brigham. Kanav, a med school dropout, launched Doximity Dialer in 2016 and specialized in finance and tech at NYU Stern.

Our not-so-secret weapon at Andwise is our Medical Advisory Board, which includes professionals from various medical specialties and stages of their careers. This diverse group of advisors helps ensure that our platform stays relevant, accurate, and in tune with the unique needs and challenges faced by physicians.

Who can use Andwise?

Andwise is designed specifically for physicians who are looking to take control of their financial lives. Our platform caters to physicians at all stages of their careers, from medical students and residents to practicing physicians and retirees.

How does Andwise work?

Andwise offers a comprehensive suite of resources and decision support tools that cover various aspects of financial management and investment. Our platform includes personalized resources, educational content, and interactive tools that help physicians navigate the world of finance and make informed decisions. Users can access our platform to learn about budgeting, debt management, retirement planning, investment strategies, and much more.

What types of resources are available on Andwise?

Andwise provides a wide range of educational resources, including articles, guides, webinars, and workshops. We cover topics such as budgeting, debt management, retirement planning, investment strategies, and more. Our platform also offers personalized decision support tools and resources tailored to each user's individual needs and goals.

Is Andwise a financial advisory service?

No, Andwise is not a financial advisory service, Andwise is a technology company. We provide educational resources and decision support tools to help physicians make informed financial decisions. While we strive to deliver high-quality information, our platform is not a substitute for professional legal or financial advice. We encourage users to consult with a financial advisor or other qualified professionals for personalized guidance.

Ready to take the next step? Financial Education Consultation

With Tanya Frias, CFP®, ChSNC 🟢

1. Schedule a time that works for you

2. Address any burning financial questions with clarity

3. Experience a clearer, brighter financial future

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Physicians face unique financial challenges, from managing student loans to planning for retirement. At Andwise, we understand these challenges and are committed to guiding you through every financial milestone with the help of Tanya Frias, CFP®, ChSNC®, our Director of Financial Education and Empowerment.

Tanya Frias brings over twenty years of financial services experience to Andwise. With her extensive background as a Certified Financial Planner and her dedication to making financial planning accessible, especially in underserved communities, Tanya is a key asset to our team. Her qualifications include a B.S. from the City University of New York, CFP certification from NYU, ChSNC certification from the American College, and she is currently advancing her knowledge with an Executive MBA from Kellogg-Northwestern.

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