Who I Work With...
Residents and early-career attending physicians navigating student loans, lifestyle inflation, and building wealth during this critical career transition.
Early-career professionals (first 5-10 years) ready to tackle student debt, start investing, and build a strong financial foundation.
With over 20 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.
"As I transitioned into a new job while simultaneously managing my child's college expenses, Tammy provided the guidance I needed to restructure my budget and regain financial clarity. She also helped me understand the terminology used by the financial aid office and coached me on how to effectively communicate with staff on my family's behalf. Her support during this transition was practical, personalized, and truly invaluable."
— D. Thomas, Working Professional
"Navigating finances as a non-traditional student with existing obligations and assets across multiple states was complex, to say the least. Mrs. West took the time to truly understand my situation and provided thoughtful, strategic guidance that helped me manage and prioritize my financial responsibilities effectively. Her ability to think creatively within the appropriate boundaries made a real difference during a challenging chapter of my education."
— Dr. A. Pope, Emergency Medicine Physician
"Mrs. West has been an invaluable resource in helping my family navigate the complexities of the financial aid process. Her clear explanations of financial aid terminology and her guidance on how to effectively communicate with financial aid staff gave us the confidence and knowledge we needed to advocate for ourselves. I highly recommend her to any family seeking clarity and direction in higher education financing."
— D. Larson, Business Owner
"Tammy provided me with the foundational knowledge I needed to confidently navigate my employer's 401(k) plan. Through her clear and straightforward education on investment basics, I gained the understanding to evaluate my options and make informed adjustments to my portfolio. Since applying what I learned, my plan has grown in a way I never thought possible on my own."
— K. Beal, Working Professional
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.