Our Mission
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Attend to Your Financial Life

A financial platform created for physicians, by physicians. Because your financial health matters.

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Financial Wellness at Every Stage

No matter where you are on your medical career journey, we are here to support you. Schedule time to talk to our team.

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Everyone’s journey is unique, we help you maximize yours.

Ava, 26
Resident

I matched! What should I be doing to set myself up for success after training?
I matched! What should I be doing to set myself up for success after training?
I matched! What should I be doing to set myself up for success after training?
Andres, 33
New Attending

What should I do with my increased salary?
Should I focus on paying off all of my student loans now or build an emergency fund?
Am I ready to start investing
What can I do to reduce my tax burden?
Deanna, 38
Senior Attending

Does my retirement plan allow me to retire earlier than normal retirement age?
I’ve been thinking about starting my own practice. What should I consider?
Is my investment strategy still aligned with my goals?
Daniel & Sarah
Couple

Should we get a doctor loan to buy a house?
We're starting a family! Should I increase my income protection?
Should I get life insurance?

How we work

Each financial journey is unique. Our personalized checklists help you focus on your most impactful steps.

Set up time to talk to our team
Review your financial situation with a licensed financial professional team member
Team creates goal-based plan
Review the plan and get clear action items to help you achieve your goals

“Thus far Attend has been monumental in helping my wife and I understand the best ways to allocate our income. Attend takes a very personable approach and always makes sure to give us any updates… So far it has been great working with him!”

- Daniel N., D.O.

“Working with Attend has been amazing and an absolute pleasure. Attend has been instrumental in helping me navigate the world of finance and helping me set up a financial plan that works well for my lifestyle.”

- Siobhan P., M.D.

“Attend has helped give me a "birds eye view" of my finances and risk management, and gives personalized check-ins/updates so I always feel informed. I have referred a few friends who all share a similar opinion.”

- Max E., M.D.

FAQ’s

Is there a cost for a consultation with Attend?
Can Attend help me create a financial plan?
Who is your typical client?
Do you only service early-stage physicians?
What are your fees?
My spouse is not a physician, can we still work with you?
My spouse does not want to work with an advisor or already has their own advisor- can you help me only?
I don’t have the time to do planning. Can you help me with one aspect of my finances for now?
Can Attend help me with insurance?
Which insurance carriers are available through Attend?
Does Attend give student loan guidance?
Can I get help with contract negotiations?
Can Attend do my taxes?
 Does Attend offer estate planning?