Broker Check


Ready to take control of your finances in residency? Wondering where to start? You're not alone! Many residents have trouble prioritizing their finances, which is often the barrier that prevents them from taking action at this stage of their career. Getting started is an important first step, but knowing which area of your finances to tackle first is just as critical. The illustration below outlines the steps we take with residents to help ensure they're building a sound and sustainable foundation. This foundation will ultimately lead to a smoother transition to attending life!