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Resident & Fellow Financial Planning

Our primary goal is to help residents & fellows successfully navigate through their many unique financial options. Financial planning for residents & fellows is really about identifying the things that are important to you in your life and helping you achieve them. It encompasses your own goals and constraints, the economic environment, current tax laws, and realistic investment expectations.

We fully realize that everyone’s financial situation is unique. Our comprehensive process analyzes your financial position and lifestyle, creates integrated action plans, then execute these plans*. Our duty is to act as the “medical director” for each of our clients, giving them the information they need to help them make financial decisions effectively.

Our focus is two-fold: to educate you about the typical financial planning challenges faced by medical professionals, and to help you implement* simple strategies to address basic financial objectives.

In the Resident & Fellow Financial Planning process, we typically address concerns including:

  • Debt evaluation
  • Employment contract review and negotiation**
  • Life and disability income insurance
  • 401(k) contributions and allocation
  • Monthly savings objectives
  • Employer benefit options
  • Basic estate documents


*The client is free to implement the plan recommendations with whomever he/she chooses.

**The information contained in this brochure is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Neither Massachusetts Mutual Life Insurance Company nor any of its employees or agents are authorized to give legal or tax advice. individuals are encouraged to seek the guidances of their own personal legal or tax counsel.