Designed by CFP® professionals who work with physicians, this course tackles the real choices you face after training.

Includes short, self-paced videos and digital workbook exercises you can finish between shifts or on a weekend off.

Helps you tie your financial plan to your values, goals, and what you want life to look like outside of medicine.

About this course

As a new attending, you’re suddenly facing big financial decisions with very little time (and even less guidance). Should you buy a home? Pay off student loans? Max out retirement accounts? What should you even be doing with this new paycheck? That’s exactly why we created Vitals Check—a self-paced personal finance course designed specifically for early-career physicians. In short videos and interactive exercises, you’ll learn how to make confident decisions about your money without needing to become a financial expert! This course was built by financial planners who specialize in work with physicians. It’s practical, physician-specific, and focused on action—not jargon.

Meet Your Coaches

You’ll learn from a team of experienced Certified Financial Planners® who have guided hundreds of physicians through the transition from training to practice. They understand the challenges you’re facing—and how pivotal this moment is for your financial future. They’re passionate about helping you make confident, values-based decisions that lay the foundation for long-term success.

The syllabus

6 Chapters · 93 Lessons

  1. 1

    Clarifying Values and Setting Goals

    1. Welcome Video: Clarifying Values and Setting Goals Free preview
    2. (Included in full purchase)

      How to Use Your Course Workbook

    3. (Included in full purchase)

      Before We Begin: Clarifying Values

    4. (Included in full purchase)

      Lesson: Why Values Come First

    5. (Included in full purchase)

      Real-World Example: When Expectations Clash with Values

    6. (Included in full purchase)

      Real-World Example: When Values Lead the Way

    7. (Included in full purchase)

      Exercise Prep: Values Clarification Exercise

    8. (Included in full purchase)

      Guided Workbook Exercise: Values Clarification

    9. (Included in full purchase)

      Bonus Exercises: Clarifying Values

    10. (Included in full purchase)

      Before We Begin: Goal Setting

    11. (Included in full purchase)

      Lesson: Goal Setting

    12. (Included in full purchase)

      Guided Workbook Exercise: Goal Setting

    13. (Included in full purchase)

      Chapter Wrap Up: Clarifying Values and Setting Goals

    14. (Included in full purchase)

      Chapter Quiz: Clarifying Values and Setting Goals

    15. (Included in full purchase)

      Bonus Content: Finance for Physicians Episode #192

  2. 2

    Tracking Your Numbers

    1. Welcome Video: Tracking Your Numbers Free preview
    2. (Included in full purchase)

      Before We Begin: Tracking Your Numbers

    3. (Included in full purchase)

      Lesson: Understanding Cash Flow

    4. (Included in full purchase)

      What to Expect: Pay Stub Walkthroughs

    5. (Included in full purchase)

      Walkthrough: Monthly Pay Stub

    6. (Included in full purchase)

      Walkthough: Bi-Monthly Pay Stub

    7. (Included in full purchase)

      Walkthough: Bi-Weekly Pay Stub

    8. (Included in full purchase)

      Workbook Exercise: Pay Stub Exercise

    9. (Included in full purchase)

      Guided Workbook Exercise: Calculating Your Monthly Income (Inflows)

    10. (Included in full purchase)

      Lesson: Where Is Your Money Going (Outflow)?

    11. (Included in full purchase)

      Walkthrough: Spending and Budgeting Template

    12. (Included in full purchase)

      Workbook Exercise: Spending Reflection

    13. (Included in full purchase)

      Lesson: Tying It All Together

    14. (Included in full purchase)

      Lesson: Why Your Net Worth Matters

    15. (Included in full purchase)

      Walkthrough: Net Worth Tracker Template

    16. (Included in full purchase)

      Workbook Exercise: Net Worth and Reflection Exercises

    17. (Included in full purchase)

      Chapter Wrap Up: Tracking Your Numbers

    18. (Included in full purchase)

      Chapter Quiz: Know Your Numbers

    19. (Included in full purchase)

      Bonus Content: Finance for Physicians Episode 187

  3. 3

    Spending After Residency

    1. Welcome Video: Spending After Residency Free preview
    2. Lesson Intro: Student Loans Free preview
    3. (Included in full purchase)

      Workbook Reflection Exercise: Student Loan Repayment

    4. (Included in full purchase)

      Before We Begin: Student Loans

    5. (Included in full purchase)

      Lesson: What is Public Service Loan Forgiveness (PSLF) and Who Qualifies

    6. (Included in full purchase)

      Lesson Materials: Public Service Loan Forgiveness (PSLF) Checklist

    7. (Included in full purchase)

      Real-World Example: Why It's Important to Keep Your PSLF Options Open

    8. (Included in full purchase)

      Lesson: When It Makes Sense to Refinance

    9. (Included in full purchase)

      Lesson: Student Loans and Taxes

    10. (Included in full purchase)

      Lesson: Balancing Student Loan Repayment with Other Financial Goals

    11. (Included in full purchase)

      Workbook Exercise: Estimating Your Monthly Loan Payments

    12. (Included in full purchase)

      Lessons Wrap Up: Student Loans

    13. (Included in full purchase)

      Lesson Quiz: Student Loans

    14. Lesson Intro: Choosing a Home Free preview
    15. (Included in full purchase)

      Before We Begin: Choosing a Home

    16. (Included in full purchase)

      Lesson: Deciding If Renting or Buying Makes More Sense (Right Now)

    17. (Included in full purchase)

      Real-World Example: A Tale of Two Houses

    18. (Included in full purchase)

      Lesson: How Much House Can You Really Afford?

    19. (Included in full purchase)

      Walkthrough: Rent vs. Buy Comparison Spreadsheet

    20. (Included in full purchase)

      Lesson: Physician Mortgage Loans

    21. (Included in full purchase)

      Lesson Wrap Up Video: Choosing a Home

    22. (Included in full purchase)

      Lesson Quiz: Choosing a Home

    23. (Included in full purchase)

      Wrap Up: Spending After Residency

    24. (Included in full purchase)

      Bonus Content: Finance for Physicians Episode 196 and 185

  4. 4

    Investing to Reach Your Goals

    1. Welcome Video: Investing to Reach Your Goals Free preview
    2. (Included in full purchase)

      Before We Begin: Investing to Reach Your Goals

    3. (Included in full purchase)

      Workbook Exercise Intro: Risk Tolerance

    4. (Included in full purchase)

      Lesson: Investment Basics

    5. (Included in full purchase)

      Lesson: Other Investment Types

    6. (Included in full purchase)

      Lesson: Why Diversification Matters

    7. (Included in full purchase)

      Lesson Materials: Sample Portfolios

    8. (Included in full purchase)

      Quiz: Investment Basics

    9. (Included in full purchase)

      Lesson: Time Horizons

    10. (Included in full purchase)

      Lesson: Making the Most of Your Employer Retirement Plan

    11. (Included in full purchase)

      Lesson Materials: Retirement Account Setup Checklist

    12. (Included in full purchase)

      Lesson: Understanding the 457(b) Plan

    13. (Included in full purchase)

      Lesson: Keeping Your Investments on Track

    14. (Included in full purchase)

      Lesson Materials: Accounts to Boost Your Retirement Savings

    15. (Included in full purchase)

      Lesson: What Goes Up Must Come Down

    16. (Included in full purchase)

      Lesson Materials: Time in the Market, not Timing the Market Is Key

    17. (Included in full purchase)

      Chapter Wrap Up: Investing to Reach Your Goals

    18. (Included in full purchase)

      Chapter Quiz: Investing to Reach Your Goals

    19. (Included in full purchase)

      Bonus Content: Finance for Physicians Episode 199

  5. 5

    Protecting Your Financial Foundation

    1. Welcome Video: Protecting Your Financial Foundation Free preview
    2. (Included in full purchase)

      Before We Begin: Protecting Your Financial Foundation

    3. (Included in full purchase)

      Lesson: Disability Insurance

    4. (Included in full purchase)

      Workbook Exercise: Disability Insurance Check-Up

    5. (Included in full purchase)

      Lesson: Life Insurance

    6. (Included in full purchase)

      Workbook Exercise: How Much Life Insurance Do You Need?

    7. (Included in full purchase)

      Lesson: Umbrella Insurance

    8. (Included in full purchase)

      Lesson: Estate Planning

    9. (Included in full purchase)

      Workbook Exercise: Estate Planning Prep

    10. (Included in full purchase)

      Chapter Wrap up

    11. (Included in full purchase)

      Chapter Quiz: Protecting What You’ve Built

    12. (Included in full purchase)

      Bonus Content: Finance for Physicians Episode 191

  6. 6

    Course Wrap Up and Next Steps

    1. (Included in full purchase)

      Welcome Video: Course Wrap Up

    2. (Included in full purchase)

      Workbook Exercise: Prioritizing Next Steps

    3. (Included in full purchase)

      Workbook Template: Financial Check-in

    4. (Included in full purchase)

      Download Your Workbook

Start Your Financial Game Plan Today

From residency to real life–get the tools, guidance, and real-world strategies to build a financial plan that fits your life. Taught by financial pros who’ve helped hundreds of physicians navigate the same critical decisions. Build your financial foundation now so you can focus on the life you’re working hard to build.

$349.00

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