From Student to Resident: Financial Planning for New Physicians

Tanya Frias, CFP®, ChSNC

Book Your Session

Tackle Student Loans and Budgeting

Lay the Groundwork for Financial Stability

Embark on your medical career with financial confidence. This session is a deep dive into managing the significant financial shifts from medical school to residency. Learn to navigate student loan debt, craft a budget on a resident's salary, and lay the groundwork for long-term stability. Our expert-led strategies offer you the keys to understanding and mastering the financial complexities of your early career, ensuring a solid foundation for your professional journey.

  1. Secure a slot that fits within your residency schedule.

  2. Bring your questions on managing student debt and creating a sustainable budget on a resident's salary.

  3. Leave with a plan that sets you on the path to long-term financial health, even in these early stages of your career.

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