Goal Setting, Spending, and Budgeting for Early-Career Physicians  


 In this session, Heather Lovallo, CDFA®, CFP®, Financial Planner at Wrenne Financial Planning, walks through a practical framework to help you make thoughtful financial decisions during training and as you transition into your first attending role.  

BUILD YOUR FINANCIAL FOUNDATION

 


What you’ll learn:

How to set goals that actually stick

How to build a spending plan aligned with your priorities

Common financial traps to avoid early in your career

 INTERACTIVE WORKBOOK EXERCISES

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Values Clarification Exercise

Identify what matters most to you and use it to guide your financial
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Define Your Financial Goals

Turn your priorities into clear, actionable short- and long-term goals
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Calculate Your Monthly Income

Understand your true take-home pay and how much is available to allocate
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From Resident to Attending: Estimating Your Loan Payment

Project how your student loan payments may change as your income increases

BUDGET SPREADSHEET


What's covered in the video: 

How to input your income and expenses

How to categorize your spending

How to evaluate your monthly flexibility

Finance for Physicians is affiliated with Wrenne Financial Planning LLC ("WFP") through common control and ownership. Finance for Physicians is not compensated for any referrals and does not share in any revenue with WFP. WFP is a registered investment adviser. For more information about our firm, please visit wrennefinancial.com.