Our Services
Comprehensive financial planning
designed for physicians
What We Offer
Our team’s expertise encompasses a wide range of financial areas. Depending on where you are on your financial journey,
your personalized financial plan may include some, or all of the areas below.
We create a net worth statement and form a clear picture of your current financial situation.
We create projections to assess what you’ll need to save to fund your retirement and create a savings plan to get you there.
We manage asset allocation; rebalance portfolios quarterly; assist with account funding and distributions; and conduct tax loss harvesting for accounts we manage through Schwab. We also assist with account consolidations, rollovers, and conversions.
We examine spending in relation to values and goals.
We project the cost of childrens’ education and look for appropriate ways to fund it.
We create a plan based on your individual circumstances to maximize forgiveness and tax savings; and minimize the interest you pay on your loans.
We conduct tax return reviews, share information with your tax professional, and we may also review your current payroll tax withholdings.
We review your current documents (if any) and assess the need for new documents and updates. We can also help make any necessary updates to your investment accounts and insurance policies to reflect your estate plan.
We review the employer benefits available to you, including medical and disability insurance options, and provide guidance on the most appropriate selections.
We review your current life, disability, and property and casualty insurance and assess whether you have any gaps in coverage.
We advise on the most tax advantaged giving strategies, in consultation with your tax professional.
Whether it’s buying a home, changing jobs, or having a child, we are available to assist you in making the best financial decisions possible.
Case Studies
See how we've helped physicians take control of their finances
