How the Program Works
This complimentary, no-obligation program is designed for residents and fellows who are serious about getting their finances in order but may not yet be in a position to afford full financial planning services. Once accepted, participants receive:
A “Get to Know You” Meeting – We start by understanding your current financial situation and long-term goals. This helps us tailor our education and recommendations to what’s most relevant to you.
Foundational Financial Education – We cover the core areas of financial planning—student loans, budgeting, insurance, investing basics, and tax efficiency—to help you build a framework for when your income increases after training.
Ongoing Access to an Advisor – Throughout your training, you’ll have access to an advisor to ensure you’re making consistent, positive financial decisions. You don’t have to navigate big financial choices alone.
While we hope that if we add value, you’ll consider us as your financial team in the future, there’s no obligation. Whether you become a long-term part of the HumbleWealth family or not, our goal is to help you establish financial confidence and clarity before you graduate. And if this program helps both of us build a lasting relationship, all the better.
