You can take control of your financial life

You have the income. You have the intelligence. With moneySmartMD, you can gain the confidence you need to take control of your financial future.  

Are you just starting your career and wanting to make sure your financial life is set up properly?

Are you working with a financial advisor but uneasy about what you’re getting and how much you’re paying?

Are you managing your own money but uncertain that you have all your bases covered?

MoneysmartMD is for physicians at all stages of their career.  In just four hours we pack all the essential information that every physician needs to understand about money so that you can finally take control of your financial life.   You don’t have to be good at math.  You don’t need any background in finance.  We use a simple framework, powerful concepts, and a handful of practical tools that will make you feel competent and confident to be the author of your own financial future, no matter what stage of life you’re at.

Imagine how good it would feel to be 100% sure that you are not only on the path to financial independence, but you’re familiar with every step of that path.

Here are some of the topics we explore in the moneySmartMD course:


Money myths that hold doctors back

Re-examining retirement

The benefits of financial independence and how to achieve it


What is the real relationship between money and happiness?

How to spend smarter, not less

How to get your spending in line with your values


The only three things you need to know about saving

How much do I need to save to be financially independent?

The real risks that every investor MUST know


Understanding investment products and account types

The three keys to building wealth

Should you hire a financial advisor or do-it-yourself?