Complimentary Financial Education Consultation for Medical Professionals

Complimentary Financial Education Consultation for Medical Professionals

Monday, August 21, 2023

Your Guide Through the Financial Labyrinth of Medicine

Being a physician goes beyond the practice of medicine; it’s a profound calling with unique financial challenges. The financial journey can seem daunting—from student loans to retirement planning. Let Andwise guide you, led by our Director of Financial Education and Empowerment, Tanya Frias, CFP®, ChSNC®.

With over two decades in Financial Services, including 13 years as a Certified Financial Planner, Tanya is a valuable asset to Andwise. Formerly the Chief Financial Planner at Freeman Capital, her commitment to providing financial planning access to underserved communities and eradicating the racial wealth gap is unwavering. Tanya graduated from the City University of New York with a B.S. in Computer Information Systems, completed her CFP certification at NYU, and received her ChSNC certification from the American College. Currently, she's enhancing her financial expertise by pursuing an Executive MBA at Kellogg-Northwestern.

Here's what you can expect during the consultation with Tanya:

  • Personalized Education: Insights tailored to your medical career stage—whether a fresh graduate, in residency, a seasoned practitioner, or retired.

  • Objective Guidance: Rest assured, t.

  • his isn't a sales pitch. Our mission: empower you with knowledge.

  • Focused Actionable Strategies: Practical tools and advice for shaping your financial future, from student loans to retirement.

  • Q&A Session: Address any burning financial questions with clarity.

  • Confidential and Secure: All information shared remains private, reflecting our commitment to utmost care.

  • Andwise Values Alignment: Consultations uphold our principles of integrity, transparency, and a physician-centric approach.

During our pilot phase, all Andwise members can book a free 15min or 30min session with Tanya.

A clearer, brighter financial future is just a conversation away!

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