Trusted Resources

I've handpicked trusted companies to help you on your wealthy journey.

Finance Tools

PERSONAL FINANCE TOOLS

You Need a Budget (YNAB)

YNAB: You Need a Budget

YNAB is the best budgeting program to create a spending plan. It's innovative approach to cash flow will have you taking back charge of your money. Click here to get started with a 34 day free trial.

Nick True YNAB Coach

1:1 YNAB Coaching

YNAB is the best budgeting program AND it can be a bit challenging to set up. It's SO worth it. The easiest way is to hire YNAB coach Nick True. He is a master at YNAB. He teaches inside my program, Money for Women Physicians, to help get them set up. You can book a 1:1 call with him for assistance. You won't regret it! Just let him know I sent you.

LIVELY HSA

Lively is a fee-free Health Savings Account (HSA) platform for individuals and families. It has a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone. They custody with Charles Schwab for your HSA investments. Click here to get started.

In Case of Emergency Binder

Chelsea of Smart Money Mama’s developed this In Case of Emergency Binder (ICE) for her own family to get organized in the event of, well, an emergency.  Emergencies include not only death, but a natural disaster or severe illness. Click here to grab yours.

Real Estate

REAL ESTATE RESOURCES

DLP Capital

If you're looking to invest and have a positive impact then you'll want to check out DLP Capital. Their funds contribute to creating affordable housing for the workforce. Their income producing real estate funds have historically offered high-yield returns and cashflow to investors. Click here to learn more.

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eQRP

eQRP is a company that provides savvy investors with a self-directed 401(k). You can invest in passive real estate such as syndications, debt funds and mineral rights. It's a great way to access capital that you already own. Click here to learn more.

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Ascent Equity Group

Ascent Equity is created by Doctors, for Doctors from a unique investment position with an innovative, yet proven approach to passive real estate investments. Peter Kim, MD is also the founder of Passive Income MD, the premier source for all things passive real estate and entrepreneurship for doctors.

Student Loan Advice

Student Loan Resources

Student Loan Planner

Travis and his team at Student Loan Planner can show you how to eliminate student loans as a source of stress in life and how to save every dollar possible while paying them back.

Whether you’re trying to optimize Public Service Loan Forgiveness, decide if you should refinance, choose the right repayment plan, or figure out your tax filing status, they will listen to your concerns and solve them. Even better, you’ll save dozens of hours studying the student loan system that you can spend doing something more enjoyable.

Get $100 off their published rate with our special link.

If you’d like to learn more, check out how you can get student loan help here.

Financial Services

Financial Advisors & Services

SLP Wealth Logo

SLP Wealth

SLP Wealth was created by Travis at Student Loan Planner.

SLP Wealth is a flat fee financial planning and coaching firm dedicated to helping health professionals take control of their financial future.

Click here to learn more.

Insurance Agents

INSURANCE AGENTS

Pearson Ravitz

Pearson Ravitz

Pearson Ravitz empowers healthcare professionals to protect life’s most valuable financial assets—their income—and life’s most important people—their families. The company is led by its founders, Stephanie Pearson, MD, FACOG and Scott Ravitz.

Injured in the prime of her career, Stephanie took an unexpected journey to becoming an advocate and advisor for physician insurance. Scott, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. The partnership of Pearson Ravitz wields the duo’s powerful combined skillset—and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors.

Physician Financial Services

Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF has been in the insurance and financial services industry since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.

Personal Loans

Personal Lending

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Doc2Doc Lending

Doc2Doc Lending offers a range of financial products tailored for physicians and dentists. From personal loans to commercial solutions, Doc2Doc supports doctors throughout their careers.

Click here to learn more.

Self-Directed 401(k)

SELF-DIRECTED 401(k)

eQRP

eQRP is a company that provides savvy investors with a self-directed 401(k). You can invest in passive real estate such as syndications, debt funds and mineral rights. It's a great way to access capital that you already own. Click here to learn more.

Estate Planning

ESTATE PLANNING TOOLS

1Password Logo

1Password

1Password is a secure password manager that I use for my family and in my business. You can easily share and revoke passwords with employees and contractors. You can also store notes, credit cards and files securely. A password manager is a critical estate planning tool.

1Password can also store important files securely.

In Case of Emergency Binder

Chelsea of Smart Money Mama’s developed this In Case of Emergency Binder (ICE) for her own family to get organized in the event of, well, an emergency.  Emergencies include not only death, but a natural disaster or severe illness.

ONLINE SECURITY

Online Security Tools

Aura Logo

Aura

Aura combines identity theft protection, credit monitoring and online security using VPN and more. Click here to get started.

1Password Logo

1Password

1Password is a secure password manager that I use for my family and in my business. You can easily share and revoke passwords with employees and contractors. You can also store notes, credit cards and files securely. A password manager is a critical estate planning tool.

Click to get started.

EVENTS

Events

Live events are a great way to network, get inspired and spend time with liked minded people.

To learn more about our events, click here.

Leverage & Growth Summit 2024

Leverage & Growth Summit

This annual virtual conference is where you can meet doctors who are thinking and doing things outside the box. The best part? It's free. Upgrade to VIP to get access to live Q&As with the speakers.  

Register here now.

PIMDCON 2024

PIMDCON 2024

The annual PIMDCON conference is where doctors meet to learn and connect while learning the latest in real estate and entrepreneurship.

Click here to register. Virtual option also available.

Behind The Scenes

BEHIND THE SCENES

These are the tools I use to run my business.

Kajabi

Kajabi is an all-in-one online platform for your online business. You can literally run your whole business on Kajabi - website + hosting, email list, online course and community. We use Kajabi for our email list, landing pages, and to deliver our courses (wink wink). If I was starting my business from scratch I would also run my website on Kajabi as well.

Try Kajabi FREE for 28 days.

Notion

Notion

Notion functions as a single space where you can think, write, and plan. You can also build nifty databases and pair with other apps. We use it as our business dashboard in conjunction with Asana.

Asana

Asana is a project and task manager that many businesses use (including us!). Click here to learn more.

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Namecheap

Namecheap is what I use to buy my domains.

BigScoots 

BigScoots

My main website is on word press and is hosted on BigScoots

BigScoots is known for their great customer service and speed.

Click here to learn more.

iMark Interactive 

iMark Interactive

iMark Interactive maintains my website, providing online security and backups. They also do quick jobs when we need extra help. They are prompt and do great work!

BigScoots is known for their great customer service and speed.

Click here to learn more.

Credit Cards & Points

Coming soon!

Disclosure: Please note that I am affiliates with many of the companies I recommend. This means that I may receive a commission if you purchase through one of my links. You are absolutely under no obligation to use their products or services but if you do choose to use them, we may earn a small commission at no extra cost to you.

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