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Physician Financial Advisors

Physician Financial Advisors

The Resident’s Financial Checklist

Own-occupation disability coverage in force before you leave training
Loan path chosen: PSLF track, or not
Roth contributions while your bracket is low
Emergency fund sized to your job and your 1099 income
Will, power of attorney, healthcare directive, guardianship
Contract reviewed before you sign the first attending job

and 20 more, in the order they matter

Two Pages That Cover Intern Year to First Contract

The checklist we walk every resident through. Print it, tape it inside a locker, cross things off. We’ll email you when it changes, and nothing else.