Work with us

Financial Residency is a podcast full of free information about how doctors and their families can do more with their money.

But it's just step one. And many find that after listening to a few episodes, they want to go deeper.

Some want to hire us as their financial advisor.

Some want to join a group program.

However you'd like to deepen your knowledge, we have options for you.

FR Website, Financial Guide

Gain a long-term financial guide:

Our Inpatient Financial Planning Package helps you define your financial goals and implement a plan that gets you where you want to be, faster. It's our most popular package, currently serving more than 200 physicians across the nation.

Get a financial plan:

You'll get three sessions with our team and receive a custom financial plan that you can implement on your own.

Getting Organized
FR Website Fellowship Banner

Join the Fellowship:

Financial Fellowship is designed for physicians who want to DIY their financial plan, but not by themselves. During the 12-week fellowship you'll gain clarity on your financial situation, figure out where you're wasting money, and build a reliable plan that helps you achieve financial independence sooner than you thought possible.

The program is designed in true fellowship style, which means you'll never be forced to crowd source answers to your questions. You'll have direct access to a certified financial advisor who knows your circumstances and will offer advice absolutely relevant to your life.

Buy the book:

A financial plan guides you during good and bad times, ups and downs of the market, job changes, and financial setbacks. Creating a financial plan is not all about money, budgeting, and investing--it's about enabling you to live the life you truly want. Physicians are the smartest people on the planet when it comes to medicine, so why not finances too?

Financial Residency: Create Your Financial Plan Without The Long Hours Or Sleepless Nights

Be proactive about your taxes:

If you want to work with someone who understands the different finances of physicians and will work with you to proactively reduce the amount of money you have to give to Uncle Sam, we'd love to help you.

Uncertain Times Calls for Tax Loss Havesting