Private Investment Strategies for Doctors

• Course
• By Vestia Personal Wealth Advisors

Financial Planning for Women Physicians

The Financial Planning for Women Physicians course is built around Vestia’s SHINE framework—Set goals, Harness cash flow, Invest with clarity, Negotiate value, and Establish a just-in-case plan. In five practical modules, Lauren Oschman, CFP®, and Jacque Denson, CFP® guide you through aligning your financial decisions with what matters most. You’ll learn how to create goal-based plans, manage cash flow intentionally, understand investment options, negotiate compensation confidently, and protect your finances with smart risk planning. Whether you’re early in your career or reevaluating your financial path, this course offers a clear, thoughtful approach to building a financial life on your terms.

• Course
• By Vestia Personal Wealth Advisors