It's never too early in your career to make smart financial decisions

Connect is on-demand financial advice for residents and fellows. A place to get credible answers and objective advice that bring clarity and confidence to one pressing financial issue you’re facing for a flat fee of only $295.

Book your 45-minute call now!

Making smart financial decisions often comes down to understanding your choices and having access to expert advice. We specialize in making sure you have both. And to make that expertise available to residents and fellows, we created TriageMD Connect.

TriageMD Connect is your on-demand financial consultation service. Connecting you with expert financial advisors whenever you need them. 

Here's how it works

Access to an objective expert

Meet with a CERTIFIED FINANCIAL PLANNERTM for a 45-minute phone consultation. Together, we'll discuss your most urgent financial question.

Post-call plan plus follow-up support

Once your call is finished, your advisor will prepare a brief summary of the call. If you have a follow-up question, you can ask by email for up to thirty days from the date of your consultation.

Residents & Fellows

Why consider TriageMD Connect?

Get pinpoint answers

At this point in your career, you likely don't need a dedicated relationship with a financial advisor. But don’t let that keep you from getting essential advice on your current finances. 

Minimize mistakes

Remove the guesswork from your financial decisions. A TriageMD Connect consult can help you avoid the kinds of unforced economic errors that can be so costly to early-career physicians.

Gain confidence

Move forward on your financial tasks with peace of mind and the knowledge that your choices have been well-vetted.

Here are some of the ways we can help you in just 45 minutes...

  • Your student loan: your options and next steps
  • Building your emergency fund and which vehicle to use
  • Smarter ways to purchase/understand life and disability insurance
  • Deciding what to do with $10,000 you’ve received from a relative
  • Navigating a whole life offer
  • Choosing between funding a 403(b) versus a Roth IRA
  • Beginning to unpack a home purchase or other real estate decision

You can start the process right now with a click…


Book your 45-minute call now!