Medical Families: Strategies for Funding Education Across Career Stages
With Tanya Frias, CFP®, ChSNC
Set Up Your Educational Planning Meeting
Navigate Savings and Tax-Advantaged Plans
Achieve Your Family's Educational Goals
The responsibility of funding education within a medical family can feel overwhelming. Our comprehensive session demystifies saving strategies and tax-advantaged plans, tailored specifically for the financial landscapes of medical professionals. Empower your family's educational journey with actionable insights, ensuring you’re prepared to support their aspirations at every career stage.
Pick a slot that works around your professional and family commitments.
Prepare to explore savings strategies and tax benefits tailored to medical professionals.
Conclude with actionable steps to support your family’s educational ambitions at every career stage.
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