Complimentary Financial Planning Consultation
Starting your financial journey as a medical resident can be overwhelming, especially with a limited income. At Attending Wealth Management, we offer a complimentary financial planning consultation tailored specifically for residents. This one-on-one meeting provides personalized guidance on managing student loans, budgeting effectively, and setting the foundation for future financial success. Our goal is to help you navigate your financial challenges with confidence and set you on the path to a secure financial future.
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Online Financial Planning Tool: Savology
We understand that as a resident, your time and resources are limited. That’s why we provide access to a comprehensive online financial planning tool designed to help you manage your finances efficiently. This tool allows you to track your expenses, create a budget, and plan for your financial goals—all from the convenience of your computer or mobile device. With this tool, you can take control of your finances and make informed decisions that will benefit you throughout your career.
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Build
$100 - $200
/month
$0-$100k in managed assets
Holistic Financial Guidance
Budgeting Tools
Flexible Payment Models
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Thrive
1.25% - 0.80%
Annual % of Assets Under Management
$100k+ in managed assets
Customized Financial Planning
Regular Reviews & Adjustments
Personalized Service
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