As a physician, your finances are unique. But no matter where you are starting from or where you want to go, we're ready to work with you to get there.
- Providing for yourself and your family
- Paying off med school
- Raising children
- Saving for your future
- Giving back
- Building financial security
An informal conversation about what matters most to you right now. When we agree there is value in proceeding, we conduct a detailed Financial Diagnosis.
An in-depth analysis and benchmarking of your current financial security and ability to achieve your desired goals.
A personal prescription for optimal financial security and performance including a step-by-step timeline, your specific performance measurements, and a customized care plan.
Includes a Treatment Plan progress report and performance review. Checkups empower Treatment Plan updates which give you the clarity and confidence to continuously choose the best path forward.
- Creating a judgement free environment
- Providing reasons behind the recommendations
- Following best practices so you get the right advice
- Putting your interest ahead of ours as fiduciaries
A young physician had a mound of student loans, was recently married, starting a family, and house hunting. We worked together to:
Parents with a child bound for a higher cost private university had saved a significant amount, but found themselves a bit short. By working together we:
A couple with high taxable income had been missing opportunities to reduce their tax bill. Their tax preparer, like many, focused on what happened the prior year, rather than providing tax advice about the upcoming year. In working together, we helped them to:
A physician and her husband were contemplating retirement. Together we determined:
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