solutions

Medical students

An Intelligent Plan for a Well-Defined Future.

You’re on the path for one of the most demanding yet rewarding careers there is. You likely face a rising student loan balance, some or not financial education, and uncertainty about your residency and beyond.

It’s easy to think you’ll figure it out later, but the truth is: your financial future starts now.

Informed decision making on loan types, interest structures, and future repayment options like IDR and PSLF. Get ahead, stay ahead.

Get started on the right foot with realistic, sustainable budgeting habits built around your delayed income horizon.

We walk you through the financial steps to take between Match Day and Day 1 of PGY-1 – everything from benefits selection to alignment with your desired lifestyle.

Introduce key concepts like IRAs, compound interest, and disability insurance so you’re equipped to act when the timing is right.

Sign-up for our periodical service to receive intentional financial planning information and market insights written by financial professionals with decades of experience serving the medical community.

As a medical student or resident, you may not yet be ready for the full suite of wealth management services, but that doesn’t mean you shouldn’t begin building your financial foundation. At Integrated WealthCare, we believe the best time to start learning healthy financial habits is today. That’s why, alongside our comprehensive planning services, we offer a Financial Education Subscription designed specifically for the medical community.

This subscription delivers concise, relevant insights straight to you. Combining market news, medical employment trends, and practical financial guidance, we tailor it to the unique challenges faced by medical professionals. Whether it’s understanding your first contract, learning the basics of budgeting on a resident’s salary, or following investment updates that impact your future, our publication keeps you informed and prepared.

Beyond market updates, we provide step-by-step advice for building financial robustness early: how to manage student loans, create a workable budget, and take simple, effective actions toward long-term security. It’s a resource built for your world, helping you stay informed, confident, and a step ahead as you progress through your medical career.

As you begin your medical career, your greatest asset is your ability to practice. We help residents and fellows secure the right insurance coverage- disability, life, whatever you need, so that your income, family, and future are protected.

Our approach is simple: provide clear guidance, unbiased recommendations, and long-term protection, so you can focus on your patients while we safeguard your financial foundation.