A group of surgeons and medical staff in an operating room, wearing scrubs, masks, and surgical caps, gathered around a table with surgical instruments and medical equipment.

Financial Literacy For

MS4s

Resident & Fellowship Programs,

&

Medical Conferences

  • "Becky gave an outstanding presentation to our group; she was informative, entertaining and kept the information relatable and applicable to our audience of young physicians and students. "

    - Jacqueline Winkelmann, MD | Founder, Scrub Sisters Retreat 2025

  • "Phenomenal. Her presentation is thoughtful for trying to communicate the different philosophies of wealth management. Incredibly helpful for navigating the chaos of student loans and repayment options that are constantly changing."

    —Dr. William Kivlin | Internal Medicine Physician

  • "Becky has a fabulous, engaging presentation for graduating students. She has many great examples of the varying scenarios students may find themselves in, and empowers them to make good financial decisions based on their desires and motivations. She also challenges students to consider what their goals are related to money, and then gives them a pathway for achieving those goals. It is an impressive amount of information in a quick hour."

    — Paige Williams | Financial Aid Counselor, Allopathic Medicine

  • "Becky's ability to break down complex financial concepts into clear, actionable strategies made the session both empowering and immediately applicable. I left feeling not only more informed, but genuinely confident and motivated to take control of my financial future. This was an exceptional presentation that I would highly recommend to anyone in medicine.”

    —Dr. Hye-Jin

Fin Lit, that is Lit.

  • Study desk with open textbooks, papers, notebooks, a pen, and a computer monitor displaying a webpage, in a dimly lit room.

    Student Loans

    Medical school comes with a price tag that follows your students long after graduation. This presentation breaks down the complex world of student loan repayment — from income-driven repayment plans and Public Service Loan Forgiveness to consolidation strategies and the timelines that matter most. Your students & trainees will leave with clarity, a plan, and a whole lot less anxiety.

  • Smartphone calculator placed on colorful printed charts and graphs.

    Cash Flow Management

    Your salary feels like a lot — until it doesn't. This presentation helps early-career physicians understand where their money is actually going and how to build habits that set them up for long-term financial health. We cover budgeting frameworks, spending priorities, and how to live well without ignoring the future.

  • Silhouette of a person practicing yoga in a cross-legged seated meditation pose on a wooden deck at sunset, with palm trees and hills in the background.

    Wealth

    Building wealth isn't just about the numbers. This presentation explores what it means to create financial security while also protecting your mental and emotional wellbeing. We talk about the relationship physicians have with money, the mindset shifts that accelerate wealth-building, and how to define what "enough" actually looks like for them.

  • Person sitting at a dark wooden table reviewing and signing documents with a pen.

    Taxes

    Most physicians don't know what they don't know when it comes to taxes — and it costs them. This presentation demystifies the tax landscape for medical professionals: W-2 vs. 1099 income, deductions worth knowing, retirement account strategies, and how to work smarter with a tax professional. Less overwhelm, more confidence.

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