Doctor, Are You Letting Money Slip Through Your Fingers?
GET YOUR COMPLIMENTARY COPY OF THE 9 MONEY MISTAKES DOCTORS MAKE TO LEARN:
What your number-one expense is. Hint: it’s not your house or your kids’ college education.
How biology impacts your ability to build wealth
Whether you're vulnerable to Dumb Doctor Deals
How to protect yourself from financial predators.
HOW TO AVOID COMMON FINANCIAL MISTAKES DOCTORS MAKE
We specialize in meeting the financial needs of doctors.
In doing so, our approach to financial planning is constructed around your current career stage:
Residents & Fellows
We educate you on the financial process of transitioning into your first Attending job. It is important for us to provide you with the proper framework of risk management and money management skills so you waste no time in your pursuit towards financial freedom.
Attendings
Once we assess your financial situation we customize a financial plan that addresses your specific needs. We continue to work with you during the implementation stage so that you can continue to focus on your career all while making progress towards your financial goals.
CRN202108-207245
