SDT Resource Library

Ready to expand your financial knowledge? Our experts have developed free resources, including eBooks, guides, checklists, and quizzes, to help those interested in learning more.

Financial Planning Resources

Residents and Fellows Financial Survival Guide

You hold in your hands a valuable tool on your pathway to a sound and satisfying financial future. While financial planning may not seem necessary while you’re still in training, training is actually the most crucial time to start making wise decisions about your income and expenses.

Ebooks

How to Use a Net Worth Statement

Figuring out your net worth can help you understand the status of your financial health. Once you know your net worth, you can make a financial plan that fits your lifestyle and goals!

Guide

5 Steps to Organize Your Finances

Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.

Checklist

Student Loan Resources

Student Loan Repayment Guide

Understand: What type of loans do I have? How do I qualify for Public Service Loan Forgiveness? What other options do I have? Who can help me when I have questions?

Guide

Student Loan Quiz

Do you know your student loan repayment strategy? Take the student loan quiz to figure out your student debt action plan!

Quiz

Insurance Resources

Disability Insurance Guide for Physicians and Dentists

Protect your family from the consequences of life’s events by protecting your income if you are ever sick or injured and cannot work.

Ebooks

Retirement Resources

Retirement Guide for Physicians

Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a physician. Download this guide to help start your plan for a comfortable retirement.

Guide

Retirement Guide for Dentists

Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a dentist. Download this guide to help start your plan for a comfortable retirement.

Guide

Planning for Retirement: 5 Things to Consider

There are many factors that you need to consider before retiring. Download the Retirement Checklist to find out the 5 things you need to consider before you retire and retirement planning next steps!

Checklist

Retirement Readiness Quiz

It is never too early to start planning for retirement! Take the Retirement Readiness Quiz to see just how ready you are for life after practice!

Quiz

Practice Planning Resources

5 Steps to Organize Your Practice's Retirement Plan

Planning for retirement within your practice can become overwhelming. Our checklist can help detail what you need to consider and plan for, ensuring your practice and staff are taken care of.

Checklist

5 Ways to Improve Your Practice's Financial Health

Is your practice in good financial health? There are five financial areas that are often overlooked in a medical practice but can make a big impact on efficiency and growth.

Checklist

5 Things to Consider Before Entering into a Partnership

Understand all sides of a new partnership to ensure it is mutually rewarding for all involved.

Checklist

5 Places Where Your Practice is Losing Profitability

Understanding where your practice may be falling short will help you make the most of your practice financials moving forward.

Checklist

5 Insurance Mistakes for Practice Owners to Avoid

Prepare your practice by understanding the common mistakes surrounding insurance for practices and their owners.

Checklist

Let’s Talk

There’s no time like the present to start planning your financial future while learning how we can help.

Contact us to schedule your 15-minute consultation and start to improve your financial health.