About the Financial Side of Medicine
Helping physicians operate efficiently from residency through retirement
As a physician, time is everything, which means efficiency is key. Many physicians let inefficiency creep into their finances, because it is masked by being too busy, and making a good income. Without a process, most never find out until it's too late.
Our process was designed to automate your personal finances, allowing you to focus on what you enjoy and do best - medicine, family, etc.
1) Whether you like it or not, as a physician, you may have a target on your back. The first step is protecting your skills, knowledge, expertise, and the investment you have made in yourself.
2) Next we focus on developing a system to recapture dollars often being hemorrhaged out of a main checking account, allowing you to save more money and attack debt more aggressively without sacrificing your lifestyle.
3) Then we organize a wealth building plan to give you the confidence to know you are saving the right of money, into the right buckets, while mitigating the long-term pressure of taxes, and growing money most efficiently.
4) Finally, we set a system in motion and track our progress in 3-6 month intervals, just like a science experiment.