The Financial E&R program helps physicians address their own personal financial needs.

This new program provides an educational curriculum tailored to physicians, to help you learn about a variety of financial matters – including those most relevant to you. Planning resources and tools are made available and physicians even have access to personal 1x1 consultations with experienced financial planning professionals approved to participate in the Physicians Financial Partners program.

The Financial E&R program includes three simple – but important – steps:

Provide access to an educational curriculum to help physician’s learn about personal financial matters.

Provide access to trusted resources and tools to help physician’s plan for their financial well being.

Provide access to financial products and professionals to help physician’s act and get their plans in place.

The program consists of a series of learning modules tailored to physicians
and packaged in each of the 4 stages of a typical planning cycle: