Financial Education Consultation
With Tanya Frias, CFP®, ChSNC
Schedule a time that works for you
Address any burning financial questions with clarity
Experience a clearer, brighter financial future
Physicians face unique financial challenges, from managing student loans to planning for retirement. At Andwise, we understand these challenges and are committed to guiding you through every financial milestone with the help of Tanya Frias, CFP®, ChSNC®, our Director of Financial Education and Empowerment.
Tanya Frias brings over twenty years of financial services experience to Andwise. With her extensive background as a Certified Financial Planner and her dedication to making financial planning accessible, especially in underserved communities, Tanya is a key asset to our team. Her qualifications include a B.S. from the City University of New York, CFP certification from NYU, ChSNC certification from the American College, and she is currently advancing her knowledge with an Executive MBA from Kellogg-Northwestern.
During your consultation with Tanya, you can expect:
Customized Insights: Tailored for every stage of your medical career, from residency to retirement.
Transparent Guidance: Our priority is your empowerment, not selling services.
Actionable Financial Strategies: Realistic and practical steps to securing your financial future.
Direct Answers: A Q&A session to clarify your financial uncertainties.
Confidentiality: Your personal information is always safe with us.
Andwise Values: Our advice is grounded in integrity, transparency, and dedication to physicians' financial well-being.
Financial Education Consultation
Tanya Frias, CFP®, ChSNC
1️⃣ Schedule a time that works for you
2️⃣ Address any burning financial questions with clarity
3️⃣ Experience a clearer, brighter financial future
From Student to Resident: Financial Planning for New Physicians
Tanya Frias, CFP®, ChSNC
1️⃣ Book Your Session
2️⃣ Tackle Student Loans and Budgeting
3️⃣ Lay the Groundwork for Financial Stability
Residency to Practice: Navigating Financial Independence for Early-Career Physicians
Tanya Frias, CFP®, ChSNC
1️⃣ Choose a Convenient Time
2️⃣ Master Salary Negotiations and Income Management
3️⃣ Forge a Path to Financial Independence
Mid-Career Moves: Financial Strategies for Established Physicians Considering a Change
Tanya Frias, CFP®, ChSNC
1️⃣ Schedule Your Strategic Session
2️⃣ Address Mid-Career Financial Planning
3️⃣ Strategize for Growth
Expanding the Family: Financial Planning for Physicians Welcoming New Members
Tanya Frias, CFP®, ChSNC
1️⃣ Book a Family-Focused Consultation
2️⃣ Discuss Financial Preparation for New Family Members
3️⃣ Secure Your Family’s Financial Future
Medical Families: Strategies for Funding Education Across Career Stages
Tanya Frias, CFP®, ChSNC
1️⃣ Set Up Your Educational Planning Meeting
2️⃣ Navigate Savings and Tax-Advantaged Plans
3️⃣ Achieve Your Family's Educational Goals
Second Opinion Financial Strategy Checkup for Physicians
Tanya Frias, CFP®, ChSNC
1️⃣ Schedule Your Checkup
2️⃣ Validate Your Financial Strategy
3️⃣ Enhance Your Financial Health with Confidence
From Med Student to Resident: Legal Readiness
Chuck Kable, JD
1️⃣ Schedule Your Readiness Session
2️⃣ Understand Residency Contracts
3️⃣ Secure Your Professional Future
From Resident to Practicing Physician: Understanding Employment Contracts
Chuck Kable, JD
1️⃣ Book Your Session
2️⃣ Unpack Employment Contracts
3️⃣ Secure Favorable Contract Terms
Launching Your Medical Practice: Building on Solid Ground
Chuck Kable, JD
1️⃣ Schedule Your Session
2️⃣ Explore Legal Essentials
3️⃣ Lay the Legal Groundwork
Legal Strategies for Mid-Career Physicians: Contracts, Partnerships, and Expansions
Chuck Kable, JD
1️⃣ Book Your Strategy Session
2️⃣ Address Expansion and Partnerships
3️⃣ Plan for Strategic Growth
Preparing for Retirement: Legal Considerations for Physicians
Chuck Kable, JD
1️⃣ Book Your Planning Session
2️⃣ Discuss Succession and Estate Planning
3️⃣ Establish a Comprehensive Legal Retirement Plan