What Physicians Are Saying About StethoWealth

Hear from physicians who have worked with StethoWealth and used the ACT Framework to gain greater clarity and confidence around their finances.

“A common theme I've heard from colleagues after medical school was how we're never taught what to do with our money after we start making an attending salary, which was certainly true for us as well. I came out of training knowing a lot about medicine, and very little about personal finance, which added a lot of stress to life and the feeling of being behind. Then we met with Claudia, and our time with her has really been transformative and empowering for us. Claudia's program started us from the very basics of understanding our personal budget, where our money was going, and what we had to invest in our retirement. She then routed us through the importance of protecting your family and yourself in case of unforeseen emergencies. Lastly, she helped us to actually grasp and understand why various retirement accounts are so advantageous to high earners/physicians, and how easy it can feel to set yourself up for success in retirement. Before this program, we felt uncomfortable because we had very little knowledge of how retirement accounts worked, which was a big part of our problem --  simply not knowing where to start or why we should choose certain investment strategies. Claudia made us curious to learn about various retirement accounts, and took really great care to explain why many are such an advantage to us, particularly as physicians. We left her program feeling years ahead of where we were, with a much better understanding of how to smartly invest our money, and it took the fear factor away from learning about our finances. It is clear how committed she is to individualizing the program, and we were very impressed by her financial knowledge. 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. Without question, we would highly recommend this program to anyone just starting their career as a physician. Thank you so much, Claudia!!”

-Dr. Jake

“Claudia is an exceptional financial guide, especially for young professionals who are just starting to navigate their finances. As a female physician resident, I had no idea how many benefits and opportunities were available to me, and she walked me through all of it with clarity and patience.

She helped me understand why and how to open a high-yield savings account and a Roth 401(k), and introduced me to the importance of disability insurance, something I hadn't even considered. Beyond that, she reviewed my budget in detail and built a personalized financial plan tailored to my situation, along with practical tips for staying financially responsible long-term.

I can't recommend Claudia highly enough. If you're a resident or early-career professional looking for someone who truly takes the time to understand your needs, she's the one to call!”

-Dr. Flavia

“As a physician, I was never really taught how to manage or build wealth, so for a long time I found myself relying heavily on outside advisors for advice and strategy without fully understanding how it applied to my own situation. I often felt like I was trusting someone else to make important financial decisions without really having the knowledge or confidence to evaluate what was best for us.

My spouse and I had an incredibly positive experience working with Claudia. What stood out most was how well she taught and empowered us rather than simply telling us what we “should” do. She took the time to understand our unique situation, goals, and priorities, and her advice was truly tailored to us—not prescriptive or one-size-fits-all.

Claudia also has a real gift for explaining complex financial concepts in terms that actually make sense. We never felt talked down to or overwhelmed, and by the end of our sessions, we had a much clearer understanding of our options and why certain strategies might or might not make sense for us.

Most importantly, we left feeling significantly more confident in our overall financial strategy and our long-term goals. We now have a much more intentional approach to building wealth and, perhaps most importantly, feel like we are actually in control of our financial future rather than simply relying on others to make decisions for us.

I’m incredibly grateful for the knowledge, clarity, and confidence she gave us. I would highly recommend her to anyone looking for a financial coach who genuinely wants to educate and empower her clients while providing thoughtful, personalized guidance.”

-Rebecca Emery MD

“Financial planning can feel very overwhelming. Especially for someone not well versed in money management. Claudia took the time to work through building an educational foundation tailored just for me first. With her ongoing guidance, we have developed a plan to reach my financial goals. I am so thankful for Claudia's experience and knowledge! I am finally on the road to retirement, and I couldn't have done it without her!”

-Dr. Dani