FINANCIAL WELLNESS
FINANCIAL WELLNESS
When speaking with physician colleagues and medical trainees about personal and healthcare finance, the most common word I get? Overwhelm.
This is by design. Wall street, insurance companies, and healthcare administrators are counting on their convoluted language to serve as a barrier to your in-depth knowledge. You feel more inclined to pay a financial advisor who may not have your best investment strategies in mind. You agree to increasing wRVU targets to maintain a stagnant income because of declining reimbursement. You lose money-earning potential when unaware of salary standards or effective negotiating tactics.
We don't expect our patients to be medical experts in order to see us, but it absolutely improves their care when they or their advocate have a basic understanding of our complex healthcare system. The same goes for your wealth.
I help medical trainees and professionals reclaim the driver’s seat for their careers, their wealth, and their ability to advocate for patients.
I was born the daughter of two thought leaders: an immigrant father who left a thriving career in a national insurance company to form his own real estate building and development company, and a mother who chased after her dreams of Broadway before excelling in law school and forming her solo practice.
Their work ethic and ingenuity formed the basis of my drive to pursue a career in medicine - a drive realized by my combined love of science and improving people’s lives. My focus turned towards gastroenterology even before graduating high school after my mother was diagnosed with colorectal cancer, a disease to which she would succumb less than a year later.
Early in my medical career, I began educating my colleagues in medicine on Financial Wellness: moving beyond simple financial literacy and teaching how to identify the life you truly envision and how to use money as the tool to achieve this.