Broker Check

Residents Fellows Block 1

As you move into residency, you will want to have a firm grasp on your income so that you can determine what to do with your surplus. Should you pay off your loans? Should you save your surplus? Should you invest in your residency 401K? Even if you do not think you have surplus, we can show you how to build extra cash flow on your set residency income.


Individuals who started this process with us during medical school will be well positioned to generate surplus. And residents starting with us at this stage will learn what to avoid during residency and before transitioning to practice. Making good decisions now prevents you from making choices that will be difficult to change in your next few years.


Every resident’s situation is different so each financial plan requires customization. We acknowledge this by investing time into you. Your intense schedule may not allow you to focus on your finances, and that’s why we spend so much energy helping to ensure that your strategy is aligned with your future goals.