Financial Education Consultation

Tanya Frias, CFP®, ChSNC

Schedule a time that works for you

Address any burning financial questions with clarity

Experience a clearer, brighter financial future

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.

During your consultation with Tanya, you can expect:

  • Customized Insights: Tailored for every stage of your medical career, from residency to retirement.

  • Transparent Guidance: Our priority is your empowerment, not selling services.

  • Actionable Financial Strategies: Realistic and practical steps to securing your financial future.

  • Direct Answers: A Q&A session to clarify your financial uncertainties.

  • Confidentiality: Your personal information is always safe with us.

  • Andwise Values: Our advice is grounded in integrity, transparency, and dedication to physicians' financial well-being.

Andwise is your partner in navigating the financial aspects of your medical career.

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, this 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.

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