Trusted Wealth Management for Physicians
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Financial Advice for Every Stage of Your Career
From managing doctor student loan debt to retirement planning for doctors, we help you find the right answers and get the best results.
Here are some of the key services we provide at the various stages of your career:
Medical School
Begin to budget
Student loan debt
Interns and Residents
Student loans
Disability insurance
Emergency fund
Intro to investing
1Y Attending
Make a financial plan
Purchase life insurance
Update DI coverage
Create an investment strategy
Mid-Career
Retirement planning
Estate planning
Create assets
Career counseling
Retirement Planning
Set retirement budget
Set up an estate plan
LTC insurance
Post-Retirement
Succession planning
Estate planning
Charitable giving
Financial Services for Physicians,
by Physicians
We are supported by a physician-led board of doctors from around the nation, including Tony’s wife, Abana Azariah, who is cofounder of Attend and an M.D. at Shepherd Center. Because they share experiences and challenges similar to your own, they have the empathy and insights to help identify top strategies to meet your needs.
Meet Attend’s Clinical Advisory Board
Ritu Modi, M.D.
Pulmonary Critical Care Greenville, North Carolina
Anmol Chattha, M.D.
Plastic Surgery Houston, Texas
Max Epstein, M.D.
Pain Management Salt Lake City, Utah
Edward Pingenot, D.O.
Physicial Medicine & Rehab New York, New York
Abana Azariah, M.D.
Physicial Medicine & Rehab Atlanta, Georgia
You Deserve a Trusted Partner
Your Physician Financial Planning Process
Our planning process is designed to meet you right where you are—no investable assets required. Many doctors are still focused on paying down student loans or getting established in their careers, and we believe financial planning should be accessible during these critical early years.
Through a structured process of discovery, strategy, and implementation, we help you organize cash flow, manage debt, and set clear goals so you can build a strong foundation for long-term success.
Here’s a closer look at our process:
Initial
Meeting
Discover your unique financial goals and objectives.
Analyze Information
Develop a comprehensive solution based on your data.
Plan Presentation
Review your final plan and confirm the details.
Monitoring
Keep everything on track with ongoing check-ins and plan adjustments.
Discovery Meeting
Collect data to begin developing your personal plan.
Strategy Check-In
Review your plan and discuss personalized recommendations.
Implementation
Implement your personalized recommendations.
Initial
Meeting
Discover your unique financial goals and objectives.
Analyze Information
Develop a comprehensive solution based on your data.
Plan Presentation
Review your final plan and confirm the details.
Monitoring
Keep everything on track with ongoing check-ins and plan adjustments.
Discovery Meeting
Collect data to begin developing your personal plan.
Strategy Check-In
Review your plan and discuss personalized recommendations.
Implementation
Implement your personalized recommendations.
Get Clarity and Confidence About Your Financial Picture
Take care of you
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