Second Opinion Financial Strategy Checkup for Physicians
With 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.
Find a time that allows for a thorough review without rushing.
Bring your current financial plan and any specific questions or concerns you have about its alignment with best practices.
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