EVENT RECAP | Build Her Way: Financial Planning, As You're Building Your Net Worth with The Mather Group and Women In Medicine® | 6.11.2026

Women in Medicine® and The Mather Group brought together women physicians and health care leaders in Chicago on June 11 for a candid, practical conversation on financial planning as a tool for both personal confidence and professional opportunity. The fireside chat, led by WIM's Executive Director, Morgan Collier, featured Courtney Fuller, CFP®, CRPC®, CLTC®, Director of Financial Planning and Wealth Advisor at The Mather Group, and was opened by Deana Lewis, CMO of The Mather Group, and Dr. Shikha Jane, MD, Founder and Board Chair of Women in Medicine®. The discussion covered everything from building a tax-diversified portfolio to navigating financial decisions as a dual-income household — grounded throughout in the reality of what it means to be a busy, high-achieving professional who hasn't always had time to focus on herself.

Key Takeaways

✨Start financial planning as early as possible
Every client who waited until their mid-50s to begin planning expressed the same regret. A plan brings clarity to the timeline, the decisions, and the tradeoffs — and without it, even the most successful professionals are left with uncertainty heading into one of the biggest transitions of their lives. As Courtney shared, "Every single one of them says, 'I wish I did this sooner.'"

✨Career success does not equal financial confidence
High-achieving professionals can spend years running hard without knowing exactly what they're running toward. Without a defined goal and a plan to reach it, it's difficult to know if you're actually making progress. "Just because you're a successful professional doesn't mean you have financial confidence in what you're doing — because you don't really know why you're doing it or what you're trying to accomplish."

✨Financial planning creates flexibility, not just security
A plan isn't just about retirement. It prepares you for the unexpected: a family situation, a career pivot, the desire to start a practice or step back temporarily. Having a plan in place means knowing what your options are before life forces the question.

✨Values drive the plan, not the other way around
Before any strategy conversation, Courtney walks clients through a core values exercise to identify what matters most to them. For couples navigating different financial goals or risk tolerances, anchoring to shared values — rather than debating numbers — is often what creates alignment. "Once you open up those conversations and identify the goals, then we can start working toward them."

The Mather Group is the Official Wealth Management Corporate Partner of Women In Medicine®, committed to helping physicians and health care leaders build long-term financial confidence. Their team provides comprehensive financial planning services — including investment management, tax strategy, and estate planning — all under one roof.

The Mather Group Event Resources:

How to Choose the Right Adviser (Link / Resource coming soon)
The TMG Dream Book (Link / Resource coming soon)

To learn more and connect with their team, visit themathergroup.com.