Attendings

Working with attendings

Working With Attendings

Attendings have made the transition out of training and can start thinking more long-term when it comes to their finances.

We believe it is prudent to determine, as early as reasonably possible, where your current path leads and compare that with where you want to go. We partner with attendings by creating an initial financial plan to figure out what path they are on. We then walk side-by-side with them to implement the changes necessary to ensure their finances are aligned with their desires.

How much does it cost?

$250 - $833 / Month price is determined by your situation 
Attending Image

Common
Topics
We Help
With

INCOME/
EXPENSES

Where is my money going every month? Where should it be going? Can we create a system to automate all this?

SAVINGS

How much should we be saving? Where should we be saving money? Can we spend some of our savings?

DEBT

Do I have too much debt? How much house can I afford? Can I afford this car? How can I be smart about paying my debt off without living like a poor person?

STUDENT LOANS

There are so many repayment plans – which one fits my situation? What is this loan forgiveness I am always hearing about? Should I refinance my student loans?

INSURANCE

These people are always trying to sell me life and/or disability insurance – do I need those? Do I need insurance in case someone sues me because I’m a doctor? Are there any other insurances I need to consider?

EMPLOYEE BENEFITS

My employer just gave me a stack of papers with benefits – which of these benefits do I need and why? Should I just select all the benefits available?

EMPLOYMENT
CONTRACTS

Should I have an attorney look at this? In plain English, can you explain what my duties are and the risks of this contract?

ESTATE
PLANNING

Do I really need a will? How do I make sure my spouse and/or children are taken care of if something happens to me?

ASSET PROTECTION

What happens to my stuff if I get sued? Will my malpractice insurance protect my house?

EDUCATION
FUNDING

I would like to save for my kid’s education but I have no clue how much I should be saving or where I should be saving money.

RETIREMENT

When can I retire? Can I retire now? Should I retire? How much money do I need?

INVESTMENTS

How much should I be investing for the future? What types of accounts should I invest in? What are all the different types of funds I can invest in?

TAXES

Am I paying too much in taxes? Is there anything I can do to lower my taxes?

CURATED NETWORK

Who should I talk to about a mortgage? Who should I talk to about my taxes? Do you know someone that could write me a will? Do you have any insurance agents you could recommend?

SPECIAL
CIRCUMSTANCES

I have the opportunity to become an owner of my practice, should I do it? I’ve got another job offer, should I take it? I know a guy starting a restaurant and he wants me to invest, should I? We are thinking about buying a vacation home, should we?

Schedule

A Meeting With Me
Travis Woods
Schedule a time to talk through the
link to my calendar below
Residents & Fellows
Tell us about your current financial situation and learn more about how we can help you.
Schedule A Meeting
Attendings
Tell us about your current financial situation and learn more about how we can help you.
Schedule A Meeting
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