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Building a strong financial foundation doesn't have to be overwhelming.
Building a strong financial foundation doesn't have to be overwhelming.
Whether you're transitioning from residency to attending or just starting your career, I provide personalized coaching to help you manage debt, start investing, and build wealth with confidence.
Whether you're transitioning from residency to attending or just starting your career, I provide personalized coaching to help you manage debt, start investing, and build wealth with confidence.
Who I Work With...
Physicians in Transition
Physicians in Transition
Residents and early-career attending physicians navigating student loans, lifestyle inflation, and building wealth during this critical career transition.
Young Professionals
Young Professionals
Early-career professionals (first 5-10 years) ready to tackle student debt, start investing, and build a strong financial foundation.
Why Patterson West Financial?
Why Patterson West Financial?
With 19 years of experience in financial education—including 14 years as a Director of Financial Aid working with medical students and residents—I understand the unique challenges you face.
As a Certified Integrative Wellness Coach with an MBA and MPA, I combine financial strategy with behavioral coaching. Because knowing what to do and actually doing it are two different things.
I'm not here to sell you products or complicated investments. I'm here to help you build a strong financial foundation that sets you up for long-term success.
How It Works
How It Works
1. Schedule a Free Consultation
We'll discuss your biggest financial concerns and see if we're a good fit.
2. Choose Your Program
Select the coaching program that matches your career stage and goals.
3. Build Your Financial Foundation
Weekly 1-on-1 sessions, personalized plans, and ongoing support.
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