Financial Planning for Physicians
👋 Hey! So glad you landed here.
If you’re an early-career physician ready to take control of your finances and reduce stress, you’re in the right place.
Together, we’ll simplify your student loans, choose the right insurance, and build a financial plan that evolves with you.
You’ll get the education and support you need to start making the right moves with your money.
What’s Bringing You Here Today?
☁️ Feeling overwhelmed by student loans?
☁️ Unsure what insurance you need to protect yourself and your income?
☁️ Want to do something about your finances, but not sure where to start?
☁️ Ready to get a financial plan that actually works with your life?
If so, you’re in the right place.
Get clear answers to your financial questions, explained in a way that actually makes sense.
Whether you want help with one topic or a full plan, we’ll focus on what matters most to you.
Here’s what we can work on together:
🔗 Jump to: Student Loans | Disability Insurance | Life Insurance | Ongoing Planning | Blog
Create Your Custom Student Loan Repayment Plan
Student loans can feel overwhelming, but it doesn’t have to be that way.
We’ll guide you every step of the way.
Whether you’re a medical student, in training, an attending, or even a non-physician, creating a customized student loan strategy is key to saving money and setting yourself up for financial success.
Together, we’ll:
☁️ Minimize your monthly payments
☁️ Start your forgiveness clock
☁️ Avoid costly mistakes (like picking the wrong repayment plan)
☁️ Develop a strategy that fits your unique situation
Bonus for MS4s & New Interns:
Are you an MS4 or a new intern? Download this free guide that breaks down the 3 essential steps to master student loan repayment, avoid costly mistakes, and maximize forgiveness.
Click Here to Download the Free Student Loan Guide →
Protect Your Income with the Right Disability Insurance
A great salary is great, but no strategy means you’re at risk.
Let’s protect your income with the right disability insurance.
☁️ We’ll walk through the best options
☁️ Clarify exactly what matters to your situation
☁️ Find the right policy without the extra stress
Bonus for Physicians in Training:
Still in training? If you’re a resident, fellow, or within 3 months of leaving training, you may qualify for a Guaranteed Standard Issue (GSI) disability insurance policy… no medical underwriting required.
Learn About GSI & List of Eligible Programs →
Life Insurance Made Simple and Affordable
If someone depends on your income, whether it’s a partner, family, or kids, you likely need life insurance to protect them.
We’ll set up level-term life insurance that’s easy to understand, affordable, and free from unnecessary complications.
☁️ No upselling
☁️ No whole life hype
☁️ Just coverage you need, no more, no less
Ongoing Financial Planning That Evolves With You
You don’t need a massive binder to get organized.
Together, we’ll create a clear, adaptable plan that works for you now and grows with your life.
Here’s what ongoing planning looks like:
☁️ 2–3 meetings a year + check-ins as needed
☁️ Help with budgeting, investing, taxes, student loans, insurance, and more
☁️ Straightforward answers from someone who understands your needs
Explore the Blog for Physician-Specific Financial Tips
Need help navigating your finances?
Explore the blog for actionable advice on:
☁️ Student loan strategies
☁️ Choosing the right insurance
☁️ Investing essentials
☁️ Tax tips for early-career physicians
☁️ And more…
No fluff. No fear tactics. Just clear, actionable guidance!
You Don’t Have to Do This Alone!
Feel confident in your plan and worry less about money.
Whether you’re navigating student loans, figuring out insurance, or just getting your financial life in order, we’ll uncover the best path forward for you.
Let’s chat and see if we’re a good fit.
Meet Your Team
👋 Hi, I’m Michael.
I help early-career physicians feel confident about their money, without the jargon, overwhelm, or sales pitches.
I work alongside a couple of highly underqualified (but very enthusiastic) team members:
🐶 That’s Max on the left, our Pawsome Intern
🐶 And Ryder on the right, our Chief Barketing Officer
Together, we’re here to make financial planning feel less intimidating, and maybe even a little fun.
Ready to Chat?
We’re currently accepting new clients!
Not ready to chat?
Follow us on social for quick tips on loans, taxes, saving, and more.
Michael Putterman, CFP®
☁ Virtually serving clients nationwide ☁
Financial Planning for Physicians
👋 Hey! So glad you landed here.
If you’re an early-career physician ready to take control of your finances and reduce stress, you’re in the right place.
Together, we’ll simplify your student loans, choose the right insurance, and build a financial plan that evolves with you.
You’ll get the education and support you need to start making the right moves with your money.
What’s Bringing You Here Today?
☁️ Feeling overwhelmed by student loans?
☁️ Unsure what insurance you need to protect yourself and your income?
☁️ Want to do something about your finances, but not sure where to start?
☁️ Ready to get a financial plan that actually works with your life?
If so, you’re in the right place.
Get clear answers to your financial questions, explained in a way that actually makes sense.
Whether you want help with one topic or a full plan, we’ll focus on what matters most to you.
Here’s what we can work on together:
🔗 Jump to:
☁️ Student Loans
☁️ Disability Insurance
☁️ Life Insurance
☁️ Ongoing Planning
☁️ Blog
Create Your Custom Student Loan Repayment Plan
Student loans can feel overwhelming, but it doesn’t have to be that way.
We’ll guide you every step of the way.
Whether you’re a medical student, in training, an attending, or even a non-physician, creating a customized student loan strategy is key to saving money and setting yourself up for financial success.
Together, we’ll:
☁️ Minimize your monthly payments
☁️ Start your forgiveness clock
☁️ Avoid costly mistakes (like picking the wrong repayment plan)
☁️ Develop a strategy that fits your unique situation
Bonus for MS4s & New Interns:
Are you an MS4 or a new intern? Download this free guide that breaks down the 3 essential steps to master student loan repayment, avoid costly mistakes, and maximize forgiveness.
Click Here to Download the Free Student Loan Guide →
Protect Your Income with the Right Disability Insurance
A great salary is great, but no strategy means you’re at risk.
Let’s protect your income with the right disability insurance.
☁️ We’ll walk through the best options
☁️ Clarify exactly what matters to your situation
☁️ Find the right policy without the extra stress
Bonus for Physicians in Training:
Still in training? If you’re a resident, fellow, or within 3 months of leaving training, you may qualify for a Guaranteed Standard Issue (GSI) disability insurance policy… no medical underwriting required.
Learn About GSI & List of Eligible Programs →
Life Insurance Made Simple and Affordable
If someone depends on your income, whether it’s a partner, family, or kids, you likely need life insurance to protect them.
We’ll set up level-term life insurance that’s easy to understand, affordable, and free from unnecessary complications.
☁️ No upselling
☁️ No whole life hype
☁️ Just coverage you need, no more, no less
Ongoing Financial Planning That Evolves With You
You don’t need a massive binder to get organized.
Together, we’ll create a clear, adaptable plan that works for you now and grows with your life.
Here’s what ongoing planning looks like:
☁️ 2–3 meetings a year + check-ins as needed
☁️ Help with budgeting, investing, taxes, student loans, insurance, and more
☁️ Straightforward answers from someone who understands your needs
Explore the Blog for Physician-Specific Financial Tips
Need help navigating your finances?
Explore the blog for actionable advice on:
☁️ Student loan strategies
☁️ Choosing the right insurance
☁️ Investing essentials
☁️ Tax tips for early-career physicians
☁️ And more…
No fluff. No fear tactics. Just clear, actionable guidance!
You Don’t Have to Do This Alone!
Feel confident in your plan and worry less about money.
Whether you’re navigating student loans, figuring out insurance, or just getting your financial life in order, we’ll uncover the best path forward for you.
Let’s chat and see if we’re a good fit.
Meet Your Team
👋 Hi, I’m Michael.
I help early-career physicians feel confident about their money, without the jargon, overwhelm, or sales pitches.
I work alongside a couple of highly underqualified (but very enthusiastic) team members:
🐶 That’s Max on the left, our Pawsome Intern
🐶 And Ryder on the right, our Chief Barketing Officer
Together, we’re here to make financial planning feel less intimidating, and maybe even a little fun.
Ready to Chat?
We’re currently accepting new clients!
Not ready to chat?
Follow us on social for quick tips on loans, taxes, saving, and more.
Michael Putterman, CFP®
☁ Virtually serving clients nationwide ☁