solutions

Program coordinators

Guide Your Program, Secure Your Future.

As a leader and steward for dozens (sometimes hundreds) of residents and fellows, you have the unique responsibility of safeguarding more than just your own financial wellbeing. From our experience, program coordinators are often strapped with the burden of guiding others on complex financial topics, without any formal financial training of their own. With limited time, program coordinators may often neglect their own financial plan for the sake of helping others with theirs.

You’re not just running a program...

You are shaping futures.

Let’s make sure your own financial roadmap, and the support you provide, are just as well supported as theirs.

We help you understand and maximize program-sponsored benefits like 403(b) plans, staff insurance, and FICA Alternative options

Together we will design integrated savings and debt strategies tailored to your income, goals, and risk tolerance.

Realistic retirement benchmarks achieved with a plan built for long-term security.

We guide investment choices with a clear framework, adjusting for institutional constraints until your time comes to retire.

We offer in-person workshops and custom presentations to help you and your program navigate decisions and build financial peace of mind. Ask about our upcoming speaking engagements in your intro call.

Our Retirement Plan Management approach is designed to meet fiduciary standards while supporting long-term financial security for employees. We value staying transparent and disciplined through every stage: together we evaluate plan design, investment options, fees, and compliance to ensure every program is both competitive and sustainable.

We partner with employers to streamline administration, reduce fiduciary risk, and improve participant outcomes through education and engagement. By balancing organizational goals with employee retirement readiness, we create programs that strengthen retention, support compliance, and help teams build lasting financial confidence.

True diversification means more than stocks and bonds. For our qualified clients, we enable access to alternative investments opportunities & not typically available to the general public. These strategies are designed to strengthen portfolios, protect against risk in uncertain markets, and open the door to a next level of wealth building.

Exclusive, thoughtfully selected, and tailored to supporting medical innovation, our alternative investment strategies can help elevate your portfolio while preserving the foundation of long-term security.