Provide the Financial Education Your Residents Are Asking For

Help your residents get the clarity they need today, and the confidence to plan for what comes next, with a no cost virtual financial education session.

WHAT WE OFFER  RESIDENCY PROGRAMS

A no cost, virtual financial education session designed to give residents practical, unbiased guidance on student loans, benefits, and preparing for life after training. We will work with you to ensure the content is relevant to your residency program, including emphasizing the benefits available at your institution and the topics your residents are most eager to understand.

What’s Included

We will work with you to customize each session based on your needs and format. Most programs choose a 60 to 90 minute virtual presentation led by a CFP® professional.

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Understanding Your Benefits

A walkthrough of the benefits available through the residency program and how to make informed choices about what to select and how to make the most of those benefits.
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Student Loan Planning

Guidance on repayment programs, forgiveness options, and how to balance paying down loans with other goals and priorities.
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Resident Q&A

Before the session, residents are encouraged to submit their financial questions. During the presentation, the financial planner will address common themes and provide general, practical guidance to help residents feel more confident about their next steps.
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Why Programs Partner With Us

We know you want your residents to have clear, unbiased guidance on student loans, benefits, and how to prepare for life after training.

 

Yet it can be challenging to find a resource that addresses all of these topics in a practical, real-world way rather than focusing narrowly on investments or insurance.

 

This is where we can help. At Wrenne Financial Planning, every financial planner on our team is a CFP® professional with experience working with physicians during residency and early in their career.

 

That background gives us insight into the challenges residents face and allows us to design sessions that focus on the issues that we believe matter most to them right now.

WHAT RESIDENCY PROGRAM LEADERS ARE SAYING 

The Wrenne team helped us create a session that fit our residents’ needs and the topics they were most concerned about. Hugh led the presentation thoughtfully and made the information easy to follow. It was reassuring to know our residents had someone they could reach out to if they wanted more help, and the digital course was an excellent resource for them to continue learning on their own.

Jacqueline Savage, MD, FACP

Associate Program Director, Internal Medicine Traditional Residency Program 

Yale School of Medicine 

 

This endorsement was provided by an individual who is not a client of Wrenne Financial Planning and did not receive any compensation—monetary or otherwise—for their statement. Therefore, we feel that no material conflict of interest exists between the endorser and Wrenne Financial Planning. The endorser’s comments reflect their personal experience and judgment, and are not a guarantee of future results.

 

 

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Complimentary Access to Vitals Check

Residency programs that host a session also receive free access to the digital course, Vitals Check: Your Money Game Plan for Post-Residency Life, offered by our affiliate Finance for Physicians. 

Residents will receive guidance on how to:

Use their personal values to shape their financial goals

Track net worth and cash flow

Understand investing and insurance basics

Build confidence in everyday financial decisions

The digital course is offered through Finance for Physicians, which affiliated with Wrenne Financial Planning (“WFP)” through common control and ownership. While Finance for Physicians references WFP on their website, revenues are not shared between Finance for Physicians and WFP. The content of the digital course is intended for informational purposes only and is not intended to be investment advice.

More About Wrenne
Financial Planning

We are a flat fee, fiduciary financial planning firm that focuses on working with physicians. We have been in business for over a decade and serve more than 400 households across the United States. We are paid only by flat fee for our service, and we do not sell any financial products or earn commissions of any kind.

Let’s Partner to Support Your Residents

Interested in learning more or scheduling a session for your residency program? Complete this short form and we’ll be in touch
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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where we and our representatives are properly licensed or exempt from licensure.

All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Different types of investments involve varying degrees of risk. Additional Important Disclosures may be found in the WFP Form ADV Part 2A. For a copy, please go to: https://adviserinfo.sec.gov/firm/summary/173029