Medical Student Financial Services
Free Meeting with a CFP® 

WellConnect logoBeginning summer 2020, the Larner College of Medicine has partnered with WellConnect (password required) to provide various student services, including comprehensive financial counseling, with a Certified Financial Planner®.

This service is in addition to our Medical Student Financial Services, not in place of. However, given the knowledge base of a CFP®, certain questions (such as about investing or disability insurance) may be best directed toward a true financial planner.

Preparing for your FREE Appointment

Medical Student Financial Services is here to support the relationship between our medical students and WellConnect (password required). You may take advantage of a 30-minute session (once per academic year that you’re enrolled), per topic. A topic could be budgeting, investing, credit, or other. You are entitled to a second 30-minute session in the same year on the same topic if you have experienced a change in situation (examples include: change in living location, change in marital status).   

Note: Incoming first year students are eligible beginning July 01 of the summer you matriculate. If you plan to matriculate August, you are eligible for counseling beginning July 01.
Steps to follow:
  1. Call 866-640-4777 and follow the prompts. You do not need our school code handy – they will simply ask which institution you attend.
  2. A representative will take information from you, such as your school, geographic region, and other details. The representative will create a referral after disconnecting with you.
  3. You will be matched with a CFP® from their Student Assistance Program. This individual could be located anywhere in the country! A phone appointment will then be scheduled based on your availability.
  4. Participate in your FREE certified financial counseling appointment!
  5. Consider emailing Medical Student Financial Services to share feedback about your meeting – we want to hear from you!
How to prepare for your appointment while your referral is processing:

√  Gather all of your financial information, such as recurring bills.

√  Plan your schedule so you can be in front of your computer for your appointment; this way items are easily accessed should the CFP spontaneously ask questions (for example, interest rates on accounts you may have).

√  Have your goals and questions prepared since the session is limited to ½ hour per topic.

√  Familiarize yourself with your financial aid refund amounts/living expense allotment since your direct deposit(s) serves as income during your time of enrollment. The financial aid budget/cost of attendance is linked here.

√  Think about the concerns or assistance you need so you can advocate for yourself.

  • Did you know WellConnect has a Work Life Benefit Team which maintains a special database of various assistance opportunities specific to your situation and/or geographic region?
  • Examples include programs on renter assistance, food pantries, community partnerships, utility heating assistance, and much more!