When I was finishing medical school, I realized that I knew nothing about money or how anything worked. As someone who was an engineering major, that epiphany was profoundly uncomfortable.

So, I dedicated a lot of my free time in the fourth year of medical school to devouring personal finance books, blogs, and more. No one resource fully explained the black box of money, but as the material became increasingly repetitive, I became more confident that there wasn’t some massive gap in my new knowledge. I was ready to handle my own money decisions.

At the same time, I also saw that my colleagues still had no clue about money. One person asked “How does a credit card work?” while another wanted to open a 401(k) at their local bank. Even among medical-related finance resources, deciding the best strategies for medical students/residents was challenging. Decisions for the attending who made decent money were far more frequently addressed.

Thus, I decided to create a resource for medical trainees that deciphered the gobbledygook.

Distilling finances to their essence

  • Help trainees recognize what is important to them and suggest financial decisions that support those priorities.

  • Help them make those decisions once and then automate systems to maintain them without extra energy. Because medical trainees rarely have extra energy.

  • Make this information available in short videos that can be consumed in spare moments of time.

Topics covered include: What’s Your Why? (goals and needs);
Student Loan Disbursement, Tracking Expenses, Side Hustles, Life Insurance, Credit Cards, and Consumer Debt.

The online course can begin at any time and as a self-paced online course, you decide when you start and finish the course. After enrollment, you have unlimited access to this course for as long as you like, across any and all devices accessible to the Internet.

Testimonials

Sara does an excellent job breaking down both the basics and the more advanced elements of finance for a young physician. She uses facts and evidence in a way that is inherently appealing to anyone with medical training. The course addresses debt management, but also ways to maximize investment potential and make wise decisions as you plan for retirement. Course is engaging with frequent real world examples, and she is easy to listen to. I would strongly recommend this course for any medical student, resident, or recently independent physician who wants to make the best financial decisions for their future (and really, who doesn’t?)

Winston P., Family Medicine Resident

This course was so helpful as I was graduating from residency. It saved me thousands of dollars by being able to apply for the correct income based loan repayment program. It also gave the resources and knowledge to help plan for my financial future as an attending. Financial wellness is so important and not discussed nearly enough during medical training. I highly recommend this to all medical students, residents and junior attendings!

Amanda O., Stroke Neurologist

This course consolidates the essentials of personal finance for doctors into an easy-to-digest format. Even with a busy residency schedule, there’s time to look at this and reference back to it. I also love that there’s a section for medical students: that information isn’t easily available anywhere else.

Jos N., Family Med Resident

I am impressed! Awesome comprehensive overview of pertinent financial topics! Most of which were pretty much a black box to me before completing this.

Mauli D., Family Medicine Resident