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Guiding healthcare professionals to confidently achieve financial freedom through simple, actionable planning for your goals.

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Now Available for Order!

The Physicians Financial Checkup

Introducing the Physicians Financial Checkup by Brent T. Boden, a comprehensive guide to managing your finances as a healthcare professional. This invaluable resource covers everything from budgeting and investing to tax planning and retirement strategies. Take control of your financial future and order your copy today!


Brent's passion for helping medical professionals realize their financial goals from over 15 years in the financial services industry help to break down the barriers to achieving success into educational and actionable steps. Following the normal trajectory of physicians from residency budgeting, loan repayment and setting early goals through retirement and legacy planning Brent walks through the things you need to know about your personal finances.


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Brent is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and potential roadblocks. Brent enjoys building existing and creating new relationships with his clients and bringing years of experience in analyzing and developing financial planning forecasts with actionable plans to guide clients in wealth management including retirement, investments, risk management, lending, banking, business and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future.

Brent has over 15 years of Financial Advising experience with medical professionals and business owners. After graduating from the University of Kentucky with a Bachelor of Arts in Political Science, he later completed an Executive MBA, he also completed a number of financial industry designations including the Certified Financial Planner Professional™, Chartered Financial Consultant®, Accredited Portfolio Manager AdvisorSM, and Behavioral Finance Advisor™.



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The upcoming release of my book coming out this fall entitled Physicians Financial Checkup: Financial Advice and Education for Medical Professionals that includes 10 main chapters.  Any of those can be expanded upon for seminars, expert or roundtable discussions. 

Below are 4 topics that I have spoken on in the past prior to book launch.

How to avoid Financial Stress & Improve Mental Health 

What you should know about your finances

Protecting You, Your Family, and Your Livelihood

Estate Planning and Tax Strategies




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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific investment.

It is only intended to provide education about the financial industry. To determine which strategies may be appropriate to consider, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

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