FINALLY EXPERIENCE
Financial clarity
and peace of mind.
We educate Residents, Fellows, and in practice Physicians on the personal finance subjects they should have been taught in medical school.
Personal finances don't have to be so stressful.
We provide clear, expert guidance across all stages of your medical career.
Med School
Setting up a budget
Creating a plan for your student loans
Navigating public service loan forgiveness (PSLF)
Educating yourself on important financial topics
Residency
Creating a plan for your student loans
Navigating public service loan forgiveness (PSLF)
Discuss refinancing your student loans
Implementing “specialty specific” disability insurance
Creating a plan for extra money
Setting up your Roth IRA
Building an emergency fund
Setting up a budget
Understanding your employee benefits
Understanding your Residency retirement plan
Practice
Building a financial plan
Updating your plan to repay your student loans
Navigating public service loan forgiveness (PSLF)
Setting up your employee benefits
Building a retirement plan
Buying a house
Refinancing your student loans
Implementing life insurance
Setting up a will or family trust
Finding a tax professional
Med School
Create a Budget
Plan for Student Loans
Navigate Loan Forgiveness
Begin Financial Education
Residency
Plan for Student Loans
Navigate Loan Forgiveness
Refinance Student Loans
Implement Disability Insurance
Plan for Extra Money
Set Up Roth IRA
Build an Emergency Fund
Set Up a Budget
Understanding Employee Benefits
Understanding Residency Retirement
Practice
Build Financial Plan
Update Student Loan Plan
Navigate Loan Forgiveness
Set Up Employee Benefits
Build a Retirement Plan
Buy a House
Refinance Student Loans
Implement Life Insurance
Set Up a Will or Family Trust
Find a Tax Professional
How good would it feel to have these things checked off of your list?
Set Goals
Let's set the trajectory. We will discover and discuss what is most important to you today and for your future.
Make a Plan
We will simplify the overwhelming information and options available to you, and put a plan together that gives you confidence.
Take Action
We will help you implement the key action items in your plan, giving you peace of mind that you have set yourself up the right way.
Get Relief
Sort out overwhelming details and endless options as we help you get organized and make a plan to reach your goals.
Gain Control
Get on track for debt freedom, retirement and college with honest advice from our team of fiduciary specialists.
Feel Secure
Relax knowing we're here for you, answering questions and guiding you toward the outcomes your family needs.
WE'RE HERE TO HELP
Clear answers in minutes.
20 minutes. It's free and we'll give you complete clarity on your options. As an independent company, we only have your best interest in mind.
Get Crystal Clear.
You're among the most educated professionals on the planet, but the financial side of your career can still be confusing. Clear the fog.
Get It Done. Fast.
The financial and insurance sectors are steeped in options and technicalities. We'll show you exactly what matters. Check it off the list.
Go In Confidence.
With a plan in place and a team on your side, you'll know it's done right. And, we're always here for you. Get back to medicine.
A little about your team
2,000+ Physicians Served
From Med School to Practicing physicians and everywhere in between.
100+ Residency Programs
We've run effective financial education programs at top residency programs.
15 Years of Expertise
We know every nook and cranny of a physician’s financial life.
Completely Independent
As a true fiduciary you are our only client. What's in your best is all that matters.
WE'D LOVE TO BE YOUR TEAM
Get Financial Clarity.
A Few Resources
Skim a few of these articles, and then hop on a call to get tailored advice.
WE'RE HERE FOR YOU
How can we can help?
Request a call, ask a question or just share how your day is going. We'd love to hear from you.
Contact Us
WE GET IT
Don't like forms?
Feel free to reach out to us however you prefer. We're ok with that.
(714) 974-3311
support@thedrteam.com
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