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 through tailored talks and online courses.