TriageConnect is a limited-engagement consultation option designed to help you sort your most pressing financial priorities. Residents and fellows with negative net worth are often underserved by the financial community—even though they stand to benefit substantially from competent, objective advice. That’s why we offer this program at a cost of $299.
TriageConnect begins with a simple online questionnaire.
Next, you’ll have a phone or virtual conversation with an experienced Triage advisor. You’ll focus in on your concerns and questions. You’ll collaborate with the advisor to determine your one or two most important financial areas of need—the ones that will likely make the greatest impact on your overall financial health.
Your TriageConnect takeaway is a written summary with action steps to explain why the tasks ahead of you are important and how you can go about getting them done.