Residents and fellows are not usually in need of a full relationship with a financial advisory firm. But that doesn't mean they don't have questions.
TriageMDConnect is a stand-alone financial consultation service that connects residents and fellows with expert financial advisors.
First, you’ll outline what’s most important to you via our short online questionnaire. Once your answers are complete, you can schedule your consultation. Next, meet with an experienced advisor for a one-hour phone consultation. You’ll discuss your goals and get to the heart of your current financial challenge.
Assessment & planning
You’ll receive a written assessment of your main concerns expressed during your phone meeting, with the actions steps you can take to resolve them. We welcome you to ask follow-up questions via email for an additional thirty days from the date of your consultation.
Why consider TriageMDConnect?
At this point in your career, you likely don't need a dedicated relationship with a financial advisor. Don’t let that keep you from getting detailed advice on your financial projects.
Remove the guesswork from your financial decisions. A TriageMDConnect consult can help you avoid the kinds of unforced economic errors that can be so costly to early-career physicians.
Move forward on your financial tasks with peace of mind and the knowledge that your choices have been well-vetted.
Your TriageMDConnect takeaway is your ability to resolve your financial challenge with clarity and know-how.