We’re a couple living in the Bay Area.

During residency, “H” helped our friends in medicine open Roth IRAs. She soon became known as the in-house financial “advisor” to the IM residents. “M” saw potential.

We realized the lack of digestible info tailored to doctors, especially during training and early attendinghood. As physicians, we master complex medical knowledge but often find ourselves in unfamiliar territory when it comes to money.

Despite being high-income earners (or soon to be), most doctors graduate with significant debt (>$200k) and minimal financial education, all while juggling long hours that leaves little time for financial planning.

That’s why we deliver bite-sized financial insights crafted for clinicians like you.

We write about topics in personal finance like:

• Budgeting and money management

• Loan repayment strategies

• Investing through employer and tax-advantaged accounts

• The psychology of money as a HENRY (High earner, not rich yet)

• And much more!