As a medical practitioner, you had to live frugally, even austerely, while you diligently worked toward your medical degree. Now that you have achieved a high income, you want to enjoy it; however, you have heard the horror stories of physicians who failed to balance their spending today with a plan for tomorrow.
As one of the highest-paid professionals in America, you are in a good position to achieve your goals, and you seek a financial plan and ongoing guidance to help realize long-term financial security.
As your fiduciary financial advisor, we will:
Collaborate with you on discovering your short- and long-term goals
Present a range of scenarios so you can understand your potential paths and financial trade-offs
Build a plan of comprehensive financial, tax, and investment solutions based on your ideal path
Develop a detailed budget so you have a clearer picture of your spending and expense patterns
Help determine the optimal balance between paying off education debt, saving for retirement, and enjoying your money today
Help you understand needs such as how much home you can afford and how much you should put aside for your children’s private-school and college tuitions
Build an investment portfolio based on your specific situation, objectives, and risk tolerance
Meet with you regularly to help ensure we adapt your plan and portfolio alongside the changes in your life