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Providing financial guidance for over 10 Years to medical and dental professionals.

Between college, dental or medical school, residency, and fellowship, most doctors could be in training for close to 15 years. Is insuring your earning potential and protecting your ability to pay back your student loans important to you ? Although most answer yes, many still wait to take action. Our mission is to educate, advocate and motivate as many people as we can to gain the financial confidence to make decisions that will protect them from the unknown and grow what they have earned. We assist professionals in all stages of their career because plans have to evolve with your life.


For Resident Coordinators, Hospital Administration and Practice Owners

Education is a cornerstone of our firm. We provide no cost financial wellness programs to Residents, practicing Attendings and Nurses. Our goal is to keep your professionals educated on financial topics so they can feel confident in the financial decisions they make. 


For All Stages Of Your Career

In Training

In Training

Time, money, sacrifice and dedication. Medical school is an investment and we understand this. During your early years we provide the recommendation to create the foundation needed for the beginning of proper financial planning. This entails risk management and retirement savings. 

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In Practice

In Practice

Medicine and dentistry are challenging and changing professions. During your mid-career as a practicing physician or dental professional we assess your future goals and recommend the proper approach to meeting the goals whether it is a fee-based financial plan or products that will meet your needs and budget. 

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Nearing Retirement

Nearing Retirement

After a life-time of professional commitment, it is important to make solid strategic decisions as you prepare to retire. We can help you plan to income distributions and proceeds of sale and turn your retirement savings into a fixed income stream. 

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Financial Wellness Seminars

Financial Wellness Seminars

We advocate for Financial Literacy. Interested in hosting a Financial Webinars? We host in person and webinars on several financial topics relevant to medical and dental professionals. 

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YOUR EXPERTS

Edward Alferoff, CFP®

Financial Planner | Partner

Edward@vitalplanning.com

(212) 578-3003

ABOUT ME>

Sona Ramnani, RICP®

Financial Planner

Sona@vitalplanning.com

(212) 578-8613

ABOUT ME>

Jane Rogers

Financial Planner

Jane@vitalplanning

(212) 578-2063

ABOUT ME>

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