Second Opinion Financial Strategy Checkup for Physicians

Tanya Frias, CFP®, ChSNC

Schedule Your Checkup

Validate Your Financial Strategy

Enhance Your Financial Health with Confidence

Our Second Opinion Financial Strategy Checkup is specifically designed for physicians looking to validate the effectiveness and alignment of their current financial strategies with general best practices in the field. Drawing on the medical profession's familiar concept of seeking a second opinion, this service offers a professional review of your financial strategy's overall health, without crossing into personalized financial advice.

Led by Tanya Frias, Director of Financial Education and Planning at Andwise, this session provides an unbiased assessment, ensuring that your financial planning, as recommended by your current advisor, adheres to the principles expected in sound financial management for medical professionals.

  • Validate Your Financial Strategy: Receive an expert review focusing on whether your financial strategy aligns with recognized best practices, helping you understand its strengths and potential areas for improvement.

  • Educational Insights: Benefit from educational insights into financial planning principles relevant to physicians, enhancing your ability to make informed decisions about your financial health.

  • Professional Assurance: Gain professional assurance on the general direction and structure of your current financial planning, providing peace of mind without the need for in-depth, personalized financial advice.

It's important to note that this session is designed for validation and educational purposes. It offers a high-level review rather than personalized financial planning or specific investment advice.

  1. Find a time that allows for a thorough review without rushing.

  2. Bring your current financial plan and any specific questions or concerns you have about its alignment with best practices.

  3. Experience reassurance and gain educational insights that affirm the strength of your financial planning or identify areas for improvement.

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