Expanding the Family: Financial Planning for Physicians Welcoming New Members

Tanya Frias, CFP®, ChSNC

Book a Family-Focused Consultation

Discuss Financial Preparation for New Family Members

Secure Your Family’s Financial Future

Welcoming new family members is a joyous occasion that demands thoughtful financial planning. This session covers everything from saving for future educational expenses to adjusting insurance and revising estate plans. Designed for physicians at any career stage, it ensures your growing family’s financial future is secure, allowing you to focus on the joys of family life with peace of mind.

  1. Choose a session time that suits your family’s schedule.

  2. Bring concerns about savings for education, insurance adjustments, and estate planning.

  3. Leave with a comprehensive plan that ensures your growing family’s financial security and well-being.

Financial Education Consultation

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule a time that works for you

2️⃣ Address any burning financial questions with clarity

3️⃣ Experience a clearer, brighter financial future

From Student to Resident: Financial Planning for New Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Book Your Session

2️⃣ Tackle Student Loans and Budgeting

3️⃣ Lay the Groundwork for Financial Stability

Residency to Practice: Navigating Financial Independence for Early-Career Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Choose a Convenient Time

2️⃣ Master Salary Negotiations and Income Management

3️⃣ Forge a Path to Financial Independence

Mid-Career Moves: Financial Strategies for Established Physicians Considering a Change

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule Your Strategic Session

2️⃣ Address Mid-Career Financial Planning

3️⃣ Strategize for Growth

Expanding the Family: Financial Planning for Physicians Welcoming New Members

Tanya Frias, CFP®, ChSNC

1️⃣ Book a Family-Focused Consultation

2️⃣ Discuss Financial Preparation for New Family Members

3️⃣ Secure Your Family’s Financial Future

Medical Families: Strategies for Funding Education Across Career Stages

Tanya Frias, CFP®, ChSNC

1️⃣ Set Up Your Educational Planning Meeting

2️⃣ Navigate Savings and Tax-Advantaged Plans

3️⃣ Achieve Your Family's Educational Goals

Second Opinion Financial Strategy Checkup for Physicians

Tanya Frias, CFP®, ChSNC

1️⃣ Schedule Your Checkup

2️⃣ Validate Your Financial Strategy

3️⃣ Enhance Your Financial Health with Confidence

From Med Student to Resident: Legal Readiness

Chuck Kable, JD

1️⃣ Schedule Your Readiness Session

2️⃣ Understand Residency Contracts

3️⃣ Secure Your Professional Future

From Resident to Practicing Physician: Understanding Employment Contracts

Chuck Kable, JD

1️⃣ Book Your Session

2️⃣ Unpack Employment Contracts

3️⃣ Secure Favorable Contract Terms

Launching Your Medical Practice: Building on Solid Ground

Chuck Kable, JD

1️⃣ Schedule Your Session

2️⃣ Explore Legal Essentials

3️⃣ Lay the Legal Groundwork

Legal Strategies for Mid-Career Physicians: Contracts, Partnerships, and Expansions

Chuck Kable, JD

1️⃣ Book Your Strategy Session

2️⃣ Address Expansion and Partnerships

3️⃣ Plan for Strategic Growth

Preparing for Retirement: Legal Considerations for Physicians

Chuck Kable, JD

1️⃣ Book Your Planning Session

2️⃣ Discuss Succession and Estate Planning

3️⃣ Establish a Comprehensive Legal Retirement Plan