Physicians: You’ve Worked Too Hard to Risk Making the Wrong Financial Moves
If you are tired of being in debt, unsure of how to manage your money, or uncertain about how you will retire, this is for you.
Hello, I'm Jon Solitro!
MA, CFP®, CRPC™, CFEI
For over ten years, I've been helping physicians navigate the complex world of finances, from student loans, taxes, investing, and retirement planning.
And if there's one thing I've learned, it's this: you've worked too hard, sacrificed too much, and come too far to leave your financial future to chance.
The Hidden Financial Risks You Are Facing (Even If You Don’t Realize It Yet)
No matter where you are in your medical journey:
Med school, residency, fellowship, attending, private practice, retirement, each stage brings its own set of financial challenges.
Let’s be honest, no one taught you how to handle this.
You’ve spent years learning how to save lives, not how to navigate six-figure student loans, complicated taxes, or investment decisions.
You’ve pulled all-nighters in the hospital, not analyzing spreadsheets or creating financial plans.
You’ve sacrificed weekends, family time, your own health — all to reach this point.
Here’s the hard truth:
You are probably working 60–80+ hour weeks, asking yourself, “How am I supposed to balance work, everything else, and figuring out my finances?"
You might be wondering if you’re paying off debt the right way or missing chances to build wealth.
You’re unsure if you will be able to retire when you want, or if you will need to work longer than you’d hoped.
The list goes on....and it can be overwhelming to navigate it all.
And you know that if you keep putting off financial plans, you won't be setting yourself up to win financially.
❌ Lost years of investment growth
❌ Missed tax-saving opportunities
❌ Staying in debt longer than necessary
❌ Facing retirement later (or with less) than you imagined
You didn't work this hard to end up financially stuck.
The Solution: The Financial MD MRI
We’ve developed a proven, 7 step physician-specific process called the FinancialMD MRI — a complete financial health scan designed to break you out of uncertainty and set you on the path to being debt free, build wealth, and retire well.
1. The Financial Clarity Snapshot
Stop wondering where your money goes each month — get a clear, physician-optimized budget that puts you back in control.
2. The Safety Net Shield
Eliminate the stress of “what if” by building an emergency fund and insurance plan that fully protects your family and income.
3. The Physician Wealth Accelerator
Stop feeling behind on investing — get a customized growth strategy that builds wealth faster, even if you’re starting late.
4. The Debt Freedom Formula
Escape the crushing weight of student loans and other debts with a clear, step-by-step payoff plan designed just for physicians.
5. The Retirement Readiness Roadmap
End the uncertainty about retirement by knowing exactly how much you need and how to get there — on time or even early.
6. The Tax & Legacy Optimizer
Stop overpaying on taxes and worrying about your legacy — use advanced strategies to keep more of what you earn and pass it on wisely.
7. The FinancialMD Success Partnership
No more going it alone — gain a trusted expert team that monitors your progress, adjusts your plan, and stays by your side for the long term.
Ready to see what's possible?
If you’re tired of guessing, tired of waiting, and ready to break through to the next level of your financial life tap the button below
At FinancialMD, we specialize in helping doctors like you take control of their financial future — at every stage.
Residents:
We help you breathe easier by building a plan to manage debt and start investing early.
Fellows & Attendings
We help you grow wealth, protect what you're building, and optimize your earnings.
Near Retirement:
We help you preserve your legacy, reduce tax burdens, and retire with confidence.
TESTIMONIALS
How We've Helped Other Physicians
"I have known and worked with Jon for over ten years now. I am extremely grateful for his wealth of knowledge. He makes himself available for all of my questions. He is thoughtful, thorough and organized. I have gotten to know his character over the years, which I highly regard. He is kind, compassionate and caring. I am lucky to have met Jon during residency. He has me on track for the retirement that I always dreamed of."
- Garett and Josie, Orthopedic Surgeon
"Working with Jon Solitro has been a great experience. In the past 5 years that he has functioned as my advisor, he has been patient and remarkable in helping me navigate the financial terrain. He is always professional, and his calm demeanor is a welcome relief when tackling the current challenging economy. I highly recommend him and it has been a pleasure working with him.."
- CJ, Cardiothoracic Surgeon
"My experience with FinancialMD has been wonderful. Jon has been an incredible advisor, and does an incredible job of explaining concepts in finance that can be tricky or difficult to understand. He helped us tailor our financial goals to match our desires instead of taking a, “one size fits all” approach. If you choose Jon as your advisor, you won’t regret it!
- Chelsea Anesthesiologist
Have QuestionS About FINANCIAL MD?
Frequently Asked Questions
Below are some of the most common things physicians ask when they first reach out to us.
Who is FinancialMD for?
We work specifically with physicians at every stage of their careers. Whether you’re a resident managing debt, an attending building wealth, or approaching retirement, we have specialized solutions tailored to the challenges and opportunities you face.
What makes FinancialMD different from other financial planners?
Most financial planners offer generic, one-size-fits-all advice. At FinancialMD, we understand the unique timelines, pressures, and earning patterns of medical professionals. Jon Solitro, our founder, has over a decade of experience working exclusively with physicians and has taught financial literacy to medical students, fellows, and attendings at top universities across the country.
What happens on the call?
On the call, we’ll discuss your current financial situation, your goals, and the key challenges you want to solve. We’ll explain how our services work and show you exactly how we can help you move forward with expert support. If it’s a good fit, we’ll outline the next steps to start working together.
Do you only work with high-earning doctors or large portfolios?
No! We work with physicians at all income and asset levels — from residents just starting out to experienced attendings and retirees. Our goal is to meet you where you are and help you build a plan that matches your stage and goals.
What credentials or experience does the FinancialMD team have?
Our founder, Jon Solitro, holds the MA, CFP®, CRPC™, and CFEI designations, combining technical expertise with a counselor’s understanding of how to guide people through big life decisions. Our team has worked exclusively with physicians for over a decade.
Why should I start now?
The earlier you start making smart financial moves, the more control, freedom, and peace of mind you’ll gain — and the more costly mistakes you’ll avoid. Many doctors wait too long and lose valuable time for debt reduction, investing, and tax optimization. We’re here to help you start now, with a clear and guided approach.
You’ve worked too hard to settle for financial uncertainty.
You deserve a clear, physician-specific plan and a partner you can trust.
Let’s start building your financial future today.