Resource Center

Only 21% of physicians feel very confident they are making the best personal financial decisions. We’re changing that. 

Speaking Engagements

Filling The Gap Between Medical Training And Business Training

Whether on-site or via live virtual session, our educational sessions are tailored to fill the gap between medical training and business training and provide physicians with practical advice and strategies to help make sound financial, legal and business decisions. Please note that On-Site Sessions are dependent on the availability of our advisors and we typically recommend scheduling at least two months in advance.

If you are interested in having our team provide an educational session on specific medical, legal or financial topics that are relevant to residents and fellows, please contact our team to discuss planning a tailored session for your program.

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Downloadable Resources

Our mission is to help physicians thrive, and make good decisions that will last a lifetime. We’re here to give you the resources and information you need to help physicians with everything from contract reviews and job search to insurance and financial planning.

Contract Review Resources

Employment contracts are the foundation of physicians finances. Help your physicians secure the best possible contract with these guides:

Ensuring Flexibility in Employment Contracts
Physician Employment Interview Kit
Top 10 Places to Live & Work
Contract Review: Exiting an Employment Agreement


Financial Planning Resources

Set up your physicians to thrive well into the future. Our Financial Planning Resources includes everything you need to know on the topics of:

The Essential Elements of Financial Planning 
A Guide on Managing Medical School Debt

Insurance Resources

Laying the groundwork toward financial health starts with insurance. Learn about how insurance protect you and your family’s finances with these guides:

Disability Insurance Guide
Malpractice Insurance Guide