Prism Physician Planning

Your career is demanding. Your time is limited. And your financial decisions are complex.

That’s why our team at Prism Planning Partners built a division focused solely on helping physicians and healthcare providers like you.

Whether you're in training, stepping into your first attending role, thriving in practice, or preparing for retirement and legacy, Prism Physician Planning is here to simplify and strengthen your financial life with expert planning and guidance.

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From Residency to Retirement: Financial Planning Built for Physicians

We offer comprehensive, fee-only financial planning focused on your profession and career stage.

Student Loans & Career Transitions

  • Student Loan Strategy & PSLF

  • Contract Review & Career Transitions

Investment, Insurance & Taxes

  • Investment Planning & Retirement Savings

  • Disability & Life Insurance Analysis (no product sales)

  • Tax Strategies & Roth Optimization

Lifestyle, Protection & Estate Planning

  • Budgeting, Cash Flow & Lifestyle Planning

  • Asset & Income Protection

  • Home Buying & Practice Ownership

  • Estate Planning & Family Priorities

No jargon. No pressure. Just thoughtful, personalized planning from a team that specializes in healthcare.

As Director of Physician Services at Prism Planning Partners, Brandon leads a dedicated division that serves physicians (MD + DO) at every stage, along with PAs, NPs, CRNAs, PharmDs, ODs, DDSs, and other healthcare professionals.

With over 15 years of experience and a CFP® certification, he helps medical practitioners navigate their financial lives with clarity, confidence, and control.

He regularly speaks at institutions across the country, including Northwestern, Rush, Loyola, UIC, University of Chicago, Barnes-Jewish, University of Colorado, and Medical College of Wisconsin. He also works virtually with clients in all 50 states.

MEET BRANDON

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Physicians & Advanced Practice Providers

Whether you're transitioning into your first attending role, practicing, or planning for retirement, we help physicians gain control over their financial lives. We work with:

  • Attending MD & DO Physicians

  • PAs, NPs, CRNAs, ODs, PharmDs, DDSs

  • Private practice owners & academic physicians

  • Dual-income households and physician couples

  • Career changers and pre-retirees

  • Practice owners preparing to sell or create a succession plan

We tailor your plan to your goals, your schedule, and your life — and meet with you virtually or in person, whenever it works best for you.

Request a Complimentary Consultation

Residency & Fellowship Programs

Looking for a guest speaker? We offer complimentary educational sessions on the financial topics that matter most to physicians in training, including:

  • Understanding Public Service Loan Forgiveness (PSLF) and student loan reform

  • Financial priorities during training

  • Disability insurance basics

  • Tax-efficient saving during and after training

  • Budgeting and managing lifestyle

  • Contract review considerations

Sessions are available virtually or in person and tailored to your trainees’ needs.

Request a Session for Your Hospital or Program

Free Resources

  • Your First Attending Paycheck: How to Make It Count

    The early days as an attending set the tone for your financial future. This quick-start resource will help you make smart, intentional moves.

    Download

  • The Financial Foundations Checklist for Physicians in Training

    This free checklist is your no-fluff guide to getting financially organized during training so that you’re not playing catch-up later.

    Download

Ready to Connect?

Let’s talk. Use the form below to:

✅ Request a complimentary 1:1 consultation

✅ Schedule a session for your hospital or training program

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