PHYSICIAN. EDUCATOR. IN YOUR CORNER.
Financial confidence.
More room
for life.
You’ve worked hard for your career. Let’s help your money support the life you want to live.
I’m Dr. Claudia Jarrin. I help physicians turn financial uncertainty into understanding, purpose, and a clear next step.
Founder, StethoWealth
Good medicine starts with understanding.
So does a healthy financial life.
A fulfilling career. A full life.HI, I’M CLAUDIA
A physician who believes
you can understand
your money.
I’m a board-certified infectious diseases physician with more than a decade of clinical experience. I know how much a demanding career asks of you, and how little time medical training leaves for learning personal finance.
My own search for financial clarity led me to create StethoWealth. Now I help other physicians make sense of the decisions in front of them, ask better questions, and build a financial system they understand.
You deserve to feel informed, heard, and capable.
More about my storyA FRAMEWORK YOU CAN COME BACK TO
A little structure.
A clearer
way forward.
The ACT framework brings the pieces of your financial life together. Start with a foundation, give your money direction, and build for the future.
A01 / BUILD YOUR FOUNDATIONAsset Protection
Understand what protects your income, the people who depend on you, and the future you’re building.
C02 / GIVE YOUR MONEY PURPOSECash Optimization
Connect everyday spending and saving with your priorities. Build a system you can maintain alongside a busy clinical schedule.
T03 / BUILD FOR YOUR FUTURETax-Smart Investing
Learn how investment accounts, diversification, costs, and taxes fit together, so your long-term strategy makes sense to you.
YOUR NEXT CHAPTER STARTS HERE
Learn your way.
Move forward with confidence.
Work through your priorities together with one-on-one coaching, or explore the self-paced course as part of the Founding Physician Cohort.
A conversation. A clearer plan.
One-on-one education and support that starts with your questions. Choose focused guidance or a broader look at your financial life.
ACT to Financial Confidence
A Financial Course for Physicians. Join the Founding Physician Cohort and build your foundation with practical video lessons, worksheets, and clear next steps.
For residents, fellows, and attendings at different career stages, especially physicians earning primarily W-2 income.
PHYSICIANS, IN THEIR OWN WORDS
Read physician storiesWhat stood out most was how well she taught and empowered us rather than simply telling us what we “should” do. … I’m incredibly grateful for the knowledge, clarity, and confidence she gave us.
Most importantly to us, she made personal finance/retirement feel so much more approachable and gave us the tools to do it for the long term.
She introduced me to the importance of disability insurance, something I hadn't even considered.
With her ongoing guidance, we have developed a plan to reach my financial goals. I am so thankful for Claudia's experience and knowledge!
A SMALL STEP IS STILL A STEP
Start with a little
more clarity.
Free, practical resources for the questions physicians ask me most.
Where should your next dollar go?
The Physician Account Priority Guide helps you think through your retirement account options.
Make sense of the backdoor Roth IRA.
A closer look at the process, the pro-rata rule, and common points of confusion.
A financial check-up, on your time.
Meet the ACT framework and see how your individual decisions fit into the bigger picture.
BEFORE YOU TAKE THE NEXT STEP
A few things
you might be wondering.
Do I need to know anything about investing?
No. You can learn, and you can start with the basics. The course helps you build a foundation, while coaching meets you where you are and helps you understand the decisions in front of you. You don’t need prior investing knowledge to get started.
Should I choose the course or coaching?
The course is a good fit when you want structured learning at your own pace. Coaching adds conversation, individual context, and accountability. A free consultation can help you decide where to begin.
Is StethoWealth a fit for residents, fellows, and attendings?
Yes. StethoWealth is for physicians at different stages of their careers, including residents, fellows, and attendings—not only those early in practice. The programs are especially relevant for physicians earning primarily W-2 income, whether you’re building your financial foundation or reassessing an existing plan.
Do the programs cover student loan repayment plans?
While general debt repayment is part of the course, student loan repayment options are not a focus of the course or coaching services.
Will you manage my investments?
StethoWealth focuses on financial education and coaching. You learn to understand your accounts, evaluate your options, and make informed decisions. My goal is to empower you to manage your investments on your own.
Is StethoWealth a good fit if I already have a financial advisor?
Yes. You may have an advisor and still not fully understand the recommendations, be receiving advice that doesn’t fit your needs, or be paying too much in advisory or assets-under-management (AUM) fees. My goal is to help you evaluate that advice, recognize potential gaps, understand what you’re paying, and make informed decisions about your finances and the professionals you work with.
LET’S MAKE YOUR NEXT STEP CLEARER
You don’t have to figure
it all out on your own.
Bring your questions. We’ll talk about your goals and whether StethoWealth is the right fit.
Book a free consultation A conversation. No commitment.General disclaimer
Nothing contained on this Site or communicated via the Services constitutes an offer, solicitation or recommendation regarding any investment management product or service, or an offer to sell or solicitation of an offer to buy any security; nor shall any such services be provided, or securities be offered or sold, in any jurisdiction in which such an offer, solicitation, provision or sale would be unlawful. All Site Content and Services are subject to applicable statutes and regulations. This Site is published in the United States for residents of the United States, and the Services are intended for residents of the United States. Individuals outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this Site.
The information provided is for informational purposes only. It does not constitute any form of tax advice, legal advice, insurance advice, medical advice, or advice or recommendation to buy, sell or hold any securities or adopt any investment or legal strategy mentioned. It is intended only to provide observations and views of the author(s) at the time of writing, both of which are subject to change at any time without prior notice. The information provided does not have regard to the specific investment objectives, legal situation, financial situation, or particular needs of any specific person who may read it, and users should determine for themselves whether a particular service or product is suitable for their investment needs or should seek such professional advice for their particular situation. Any reference to a particular company or security is not an endorsement by StethoWealth of that company or security or a recommendation by StethoWealth to buy, sell or hold such security. Every physician's situation is unique, and the information presented may not be appropriate for all individuals.