Anesthesiologists
Planning for anesthesiologists, from residency through practice.
Anesthesiologists follow their own path: residency, often a fellowship, then a group, a hospital or a practice. We plan for each stage on its own terms.
For you
This is for you if
- You are an anesthesiology resident or fellow planning the move into practice.
- You are weighing a group, hospital or partnership-track agreement.
- You want your income, insurance and retirement savings working as one plan.
How we help
How we help.
Residents and fellows
Planning for the training years and the move into practice.
Contracts
We read your agreement with you before you sign.
Insurance
Disability and life insurance, coordinated with your employer's benefits.
Retirement savings
Built around your income, coordinated with your CPA.
We read your contract with you.
For our clients, at no cost, before you sign.
- Group and hospital agreements
- 1099 and W2 arrangements
- Pay structure, call and benefits
Our process
Five steps, one conversation at a time.
- 01
Strategy call
We learn your goals, your compensation and your challenges.
- 02
Financial health check
Cash flow, debt, benefits and investments, on one page.
- 03
Personalized plan
Clear actions that fit your goals.
- 04
Implementation
We do the heavy lifting with you.
- 05
Ongoing check-ins
Regular conversations as your life and career change.
Q&A
Questions we hear first.
Yes. We plan with anesthesiologists in residency, in fellowship and in practice.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Pay structure, call, benefits, the path to partnership if there is one, and what happens if the arrangement ends. Your attorney advises on the legal terms; we look at what they mean for your plan.
Yes. We talk through individual coverage and how it fits with what your employer provides.
Schedule a consultation. We start with your goals, your work and your questions.
Our team
Who you will work with.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Book a time
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