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Transition Planning

Residency and Fellowship is a time of focused training, for a defined time period. Your financial plan should be designed the same way.

Based on the actual experience of assisting thousands of residents and fellows over the past two decades, Integrated WealthCare developed a system called The Confident Transition Plan™(CTP).  The CTP is the culmination of refined and focused financial planning for house-staff.

For interns and early program years, this includes effective budgeting, insurance protection, GME benefit integration, student loan planning and other unique needs.

For graduating residents and fellows, the CTP expands to include forward looking budgeting, relocation planning, home purchase and mortgage structure, enrollment in practice or hospital benefit programs and strategic tax planning.

Your specialty and your practice are unique. Your financial plan should be as well.

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