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 build your financial foundation with the self-paced course and included CME content from The FIT Collective®.
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. Build your foundation with practical video lessons, worksheets, and clear next steps.
Includes accredited CME
Your enrollment includes Work, Pay, and Risk: Structural Drivers of Physician Burnout, an accredited online CME program from The FIT Collective®. Complete it on your own schedule and earn up to 7.0 AMA PRA Category 1 Credits™.
Learn more ↗*CME credit applies to the separate accredited program from The FIT Collective®, not to the StethoWealth financial course itself.
Explore the courseFor 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.
What makes ACT to Financial Confidence different from other financial courses for physicians?
Created by a practicing physician, this course brings together the practical financial education we rarely receive during medical training—in a format that respects your time.
In a few hours of focused video lessons, you’ll connect asset protection, cash optimization, and tax-smart investing into a clear approach to your finances. You can complete the lessons over a weekend, then use the action guides to turn what you learn into practical next steps.
One flat fee. No subscriptions, ongoing advisory fees, or referral links. The goal is to help you understand your options and make informed decisions independently.
Enrollment also includes a separate accredited CME program from The FIT Collective®, completed on its own schedule.
What makes coaching with you different?
You’ll work directly with me—a fellow physician who understands the demands of clinical practice and the financial questions medical training often leaves unanswered.
Our sessions focus on your priorities, with practical education, clear explanations, and concrete next steps. We use our time efficiently so you can make progress alongside a busy career and family life.
Coaching packages have a flat fee, with no subscriptions, assets-under-management fees, or referral links. My goal is to help you understand your financial decisions and build the confidence to move forward.
Do I need prior investing experience to benefit from StethoWealth?
No prior investing experience is required. StethoWealth helps physicians connect the pieces of their financial lives—from protecting their income and optimizing cash flow to understanding investment accounts, building a diversified portfolio, and making tax-smart decisions.
Whether you’re getting started or already investing, the course provides a structured approach and practical action guides to help you evaluate your choices and put what you learn into practice. Coaching adds individual context and support as you work through your priorities.
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.
What CME content is included with the course?
Your enrollment in ACT to Financial Confidence includes Work, Pay, and Risk: Structural Drivers of Physician Burnout, an accredited online CME program from The FIT Collective®. Complete it on your own schedule and earn up to 7.0 AMA PRA Category 1 Credits™.
The CME credit applies to this separate program from The FIT Collective®. ACT to Financial Confidence itself is not CME-accredited.
Learn more about the CME program ↗
If you have any questions, please email claudia@stetho-wealth.com.
Who are the course and coaching programs designed for?
They’re designed for residents, fellows, and attending physicians at different career stages who earn primarily W‑2 income. Whether you’re getting started or already established in practice, the goal is to help you understand your finances and make informed decisions.
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.