Case studies
How we helped the Schmidt
family find financial clarity
Meet the Schmidt Family
In-Transition Financial Planning
The Schmidt’s main goals were to:
- Transitioning into practice
- Getting started on the right foot
They recognize having finances in order allows you to focus more on family and work. As they transitioned into practice, they wanted to make sure they were getting started on the right foot. For them, this included getting their finances in order and working toward tackling debt, financial independence asap, starting a family and buying a home.
Challenges & Goals
Primary challenges:
- Gain solid control over finances so they could focus more on family and work
- Not have to think about finances day to day and focus more on living a great life
- Find an advisor that really understood the unique challenges of being a physician and one that didn’t judge them either
- Help them through these big life decisions that are scary but also solid opportunities
Primary goals:
- Transitioning into practice and looking to get started on the right foot
The Results
- Having an evolving financial plan in place that allows them to be confident they’re on track and can focus on what’s really most important in life
- Having an expert on call to help with random life questions like the surgery center or the decision to hire a PA that understands our situation and has a bunch of other clients going through similar situations
- Having an expert help do the legwork of looking at insurance, loans and other financial products that are important (and it’s nice having an expert that doesn’t also sell these products)
It's time to get the
financial help you deserve
Start enjoying your career and personal life without
having to worry about your financial plan
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Our team has experience across a range of situations and client types. Learn how we have helped others clarify their needs and align their goals with their finances.
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