Financial Planning for Physicians
“Financial freedom is available to those who learn about it and work for it. Like practicing medicine, it takes knowledge, dedication, and time.”
ROBERT KIYOSAKI
Empowering Medical Professionals to Achieve Financial Wellness
The journey through medical school, residency, and into practice is both rewarding and challenging. With demanding schedules and unique financial situations, physicians often find it difficult to prioritize their financial health.
Empowering Medical Professionals to Achieve Financial Wellness
The journey through medical school, residency, and into practice is both rewarding and challenging. With demanding schedules and unique financial situations, physicians often find it difficult to prioritize their financial health.
We Know the Real Pain Points
We work with physicians who are up against:
- Six-figure student debt with interest that doesn’t sleep.
- Navigating Public Service Loan Forgiveness (PSLF) and repayment strategies while dealing with 80-hour workweeks.
- Managing first-time six-figure salaries, but with little time to build plans around them.
- Facing burnout risks from carrying both clinical and financial stress.
- Balancing cultural expectations and family pressures, especially for underrepresented physicians, first-gen professionals, and those supporting loved ones back home.
Services We Offer
Firebrand Wealth can help you take control of your finances. Through the process, you’ll learn to reclaim time, reduce stress, and move forward with confidence.
Student Loan Management
Cash Flow Planning & Tax Optimization
Creating plans to align your spending with your goals — even when income is irregular — and implementing tax-efficient approaches to maximize your income and savings.
Investing & Retirement Planning
Building and managing investment portfolios tailored to your goals and risk tolerance, plus creating retirement strategies with tax-advantaged plans including 401(k), 403(b), 457(b), and backdoor Roth IRA options.
Investing & Retirement Planning
Building and managing investment portfolios tailored to your goals and risk tolerance, plus creating retirement strategies with tax-advantaged plans including 401(k), 403(b), 457(b), and backdoor Roth IRA options.
Risk Protection
Ensuring adequate protection through appropriate insurance coverage, including what you really need for disability insurance, malpractice gaps, and life coverage — without the sales pitch.
Risk Protection
Ensuring adequate protection through appropriate insurance coverage, including what you really need for disability insurance, malpractice gaps, and life coverage — without the sales pitch.
Estate Planning
Planning for the future to protect your assets and loved ones through comprehensive legacy planning strategies.
Who We Serve
- Medical students trying to understand loans, budgeting, and what comes next
- Residents and fellows balancing low income and high debt
- New attendings transitioning to higher income and needing a framework to manage it
This isn’t theoretical for us. Firebrand Wealth’s own Stephanie Huynh, CFP®, CPA, has been walking this exact path alongside her younger brother, a urology resident she’s supported since his NYU undergrad days. She’s helped him navigate financial aid, match season, moonlighting income, and everything in between — and continues to guide him today. We get the complexities because we’ve lived them with someone we love.
Start Where You Are
You don’t need to “have it all together” to start planning. Let’s build your plan — one that reflects your work ethic, your values, and the future you deserve.
Workshops & Speaking Engagements
We regularly host educational seminars at hospitals across the tri-state area, helping residents, fellows, and early-career physicians make informed financial decisions. If you’re interested in bringing financial clarity to your program or department, let’s partner to create customized workshops that address your team’s unique challenges and goals.
Workshops & Speaking Engagements
We regularly host educational seminars at hospitals across the tri-state area, helping residents, fellows, and early-career physicians make informed financial decisions. If you’re interested in bringing financial clarity to your program or department, let’s partner to create customized workshops that address your team’s unique challenges and goals.