Financial Planning Tailored for Medical Professionals
Navigate your financial journey with confidence, from residency to retirement.
Financial Planning Tailored for Medical Professionals
Navigate your financial journey with confidence, from residency to retirement.
Financial Planning Tailored for Medical Professionals
Navigate your financial journey with confidence, from residency to retirement.
Peace of Mind
More Free Time
Pay Less in Taxes
Clear Direction
Confident Decisions
Personalized Approach
Peace of Mind
More Free Time
Pay Less in Taxes
Clear Direction
Confident Decisions
Personalized Approach
Peace of Mind
More Free Time
Pay Less in Taxes
Clear Direction
Confident Decisions
Personalized Approach
Our Services
We help doctors take control of their finances, from residency to retirement.
At Tailwind Financial, we understand the unique financial challenges that come with a medical career. Our services are designed to support you at every stage, helping you make smart decisions about your money.
Integrated Tax Planning & Preparation
Debt & Savings Strategies
Retirement Planning
& More
Our Services
We help doctors take control of their finances, from residency to retirement.
At Tailwind Financial, we understand the unique financial challenges that come with a medical career. Our services are designed to support you at every stage, helping you make smart decisions about your money.
Integrated Tax Planning & Preparation
Debt & Savings Strategies
Retirement Planning
& More
Our Services
We help doctors take control of their finances, from residency to retirement.
At Tailwind Financial, we understand the unique financial challenges that come with a medical career. Our services are designed to support you at every stage, helping you make smart decisions about your money.
Integrated Tax Planning & Preparation
Debt & Savings Strategies
Retirement Planning
& More
Discover
We begin with a free consultation to understand your unique financial situation, goals, and challenges. This is our chance to get to know each other and determine if we're a good fit.
Create
We craft a personalized financial plan that addresses your specific needs. We'll walk you through each aspect, ensuring you understand and are comfortable with the strategies we propose.
Implement
Once you approve the plan, we put it into action. We provide continuous support, adjusting your plan as your life and career evolve, and offering regular check-ins to keep you on track.
Discover
We begin with a free consultation to understand your unique financial situation, goals, and challenges. This is our chance to get to know each other and determine if we're a good fit.
Create
We craft a personalized financial plan that addresses your specific needs. We'll walk you through each aspect, ensuring you understand and are comfortable with the strategies we propose.
Implement
Once you approve the plan, we put it into action. We provide continuous support, adjusting your plan as your life and career evolve, and offering regular check-ins to keep you on track.
Discover
We begin with a free consultation to understand your unique financial situation, goals, and challenges. This is our chance to get to know each other and determine if we're a good fit.
Create
We craft a personalized financial plan that addresses your specific needs. We'll walk you through each aspect, ensuring you understand and are comfortable with the strategies we propose.
Implement
Once you approve the plan, we put it into action. We provide continuous support, adjusting your plan as your life and career evolve, and offering regular check-ins to keep you on track.
Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
Clear, Transparent Pricing
We believe in transparent pricing that reflects the complexity of your financial situation.
You can use the button below to learn which level you would fall into based on your situation, then we'll provide a firm quote within these ranges during your consultation.
Residents & Fellows
We offer a sliding scale for a limited number of residents and fellows each year.
Level 1
For lower complexity cases (typically 10-20 hours of work)
$3,500 - $7,000
Level 2
For moderately complex cases (typically 12-25 hours of work)
$4,200 - $8,750
Level 3
For high complexity cases (typically 20-40 hours of work)
$7,000 - $14,000
Ongoing Support
After your initial plan, we provide ongoing support at $350 per hour to help you stay on track and adjust your plan as needed.
About Us
At Tailwind Financial, we understand the unique financial challenges faced by medical professionals. Our selective client list allows us to offer personalized services and dive deep into your financial situation. Whether you're a resident or an established physician, we're here to guide you through every financial transition in your busy life.
About Us
At Tailwind Financial, we understand the unique financial challenges faced by medical professionals. Our selective client list allows us to offer personalized services and dive deep into your financial situation. Whether you're a resident or an established physician, we're here to guide you through every financial transition in your busy life.
About Us
At Tailwind Financial, we understand the unique financial challenges faced by medical professionals. Our selective client list allows us to offer personalized services and dive deep into your financial situation. Whether you're a resident or an established physician, we're here to guide you through every financial transition in your busy life.
Read our Blog
Maximize Your Signing Bonus: Smart Tax Strategies for New Attending Physicians
Starting your first attending job after residency or fellowship? You might be expecting a signing bonus, a common practice that can be a real financial boost.
Why Saving for Retirement During Residency is Essential for Your Future
Why new medical residents should start saving for retirement now, even while balancing student loans and the desire to enjoy post-med school life.
Ready to transform your financial future?
Experience the peace of mind that comes with a solid financial plan.
Ready to transform your financial future?
Experience the peace of mind that comes with a solid financial plan.
Ready to transform your financial future?
Experience the peace of mind that comes with a solid financial plan.