solutions

Residents & Fellows

We understand your situation, we’ve been there too.

You’ve earned your degree, yet the hard work has just begun. You are likely faced with high student loan balances with unclear repayment paths, limited income, and many critical early decisions that will impact your future financial trajectory.

This is a pivotal stage of your career. With the right strategy, together we can lay a solid financial foundation for years to come.

We start with a comprehensive evaluation of your federal and private loan options, illuminating a clear and realistic path to repayment.

Together we’ll develop a realistic, sustainable spending plan that accounts your lifestyle, without the guilt or guesswork.

Introducing you to a tax-advantaged investing strategy even on limited income. This sets the stage for career compound growth.

Ensure you’re covered with tailored disability insurance designed for your specific specialty and career earning potential.

Our decades of experience serving early-career specialists give you peace of mind to review employment contracts, benefits, and relocation scenarios. Transition with minimal stress, maximum opportunity.

Insurance Services

As you begin your medical career, your greatest asset is your ability to practice. We help residents and fellows secure the right insurance coverage. Whether the ideal solution is disability, life, or a combination, we find the proper path 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.

THE CONFIDENT TRANSITION PLAN™

Developed and refined over decades of practical experience with thousands of residents and fellows,  The Confident Transition Plan™ (CTP) provides a focused and comprehensive financial strategy tailored specifically for this critical transition from training into practice.

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

For Residents and Fellows, the CTP addresses key areas such as budgeting, relocation, home purchase and mortgage structuring, benefit enrollment, and strategic tax planning- offering a clear, actionable roadmap to confidently manage this important career stage.