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Introductory Meeting
During this complimentary 45-minute conversation, we will learn more about your financial situation, answer questions about the program, and discuss how Bona Fide Finance may be able to support you during residency.
There is no charge and no obligation to move forward. This meeting is designed to help both sides determine whether the program is a good fit.
Duration: 45 min
Between long shifts, student loan decisions, confusing employee benefits, and the transition to a physician’s income, managing your finances can easily fall to the bottom of the list.
The Resident Financial Launch Program gives you practical, professional guidance without requiring the scope or cost of a comprehensive wealth management relationship.
You will receive support with the financial decisions that matter most during residency, including tax preparation, student loans, benefits, budgeting, insurance, and basic investment management.
Bona Fide Finance is a fee-only fiduciary firm. We are compensated by our clients rather than through commissions, product sales, kickbacks, or third-party incentives.

Your first-year program includes tax preparation through our sister firm, Magni Tax Experts, which specializes in serving physicians.
Review your current loans, repayment approach, and the options that may apply to your situation.
Get help understanding and evaluating the benefits available through your residency program.
Work through your basic life objectives and the financial decisions you are facing during residency.
Review basic insurance considerations and identify areas that may require additional attention.
Receive basic investment management using diversified ETFs and mutual funds.
Learn how to use YNAB through two educational videos, with the option to schedule a 45-minute budget review and Q&A meeting.

WHAT IS INCLUDED
A Practical Financial Starting Point for Medical Residents
The Resident Financial Launch Program includes:
1. Basic Tax Preparation
Full-quality Magni basic tax preparation for your applicable individual tax return.
2. Two Financial Planning Meetings
Your two primary planning meetings may cover:
Basic life and financial objectives
Student loan analysis
Employee benefits review
Basic insurance guidance
Basic investment management using ETFs and mutual funds
3. Budgeting Education and Support
You will receive:
Two educational videos covering the YNAB budgeting system
One optional 45-minute budget review and Q&A meeting
You'll Receive:
Program scope and eligibility will be reviewed during the introductory meeting. Additional or more complex services may require a separate engagement.
Meet the Family
At Bona Fide Finance, we believe financial planning should be rooted in trust, integrity, and preparation for the unknown. Our name, derived from the Latin phrase “in good faith,” reflects our deep commitment to serving you with honesty, wisdom, and a spirit of stewardship.


Ben helps doctors, young professionals, and growing families take control of their financial future through honest, fee-only financial planning. Having overcome his own student loan debt, he specializes in debt repayment strategies, smart investing, and comprehensive financial plans that empower clients to build lasting wealth.
Based in Mandan, ND, Ben combines real-world experience with a passion for helping others achieve financial freedom. Outside of work, he enjoys road trips, sailing, board games, and time with his wife, Deb, and their two daughters.
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