Residents & Fellows

Working with Residents & Fellows

Working With Residents & Fellows

Residents and fellows have a finite time with their attendings and need to learn as much as they can about their specialty. This leaves little time for finances.

We believe the best financial decision residents and fellows can make is to devote themselves to being the best physician they can be. Being good at what they do will provide the best financial return in the future.

Nonetheless, there are some financial issues we commonly help residents and fellows work through.

How much does it cost?

$150 - $250 / Hour price is determined by your situation 
Attending Image

Common
Topics
We Help
With

Student Loans

There are so many repayment plans – which one fits my situation? What is this loan forgiveness I am always hearing about? What paperwork do I need to file each year?

Insurance
( Disability & Life )

These people are always trying to sell me life and/or disability insurance – do I need either one of those? If so, how much and where should I get it?

Employee Bemefits

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?

Housing

Should I buy or rent? Should I sell my home or make it a rental?

Moonlighting
Income

Should I be withholding taxes? Do I need a separate business entity for this income? Should I save all this income?

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?

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