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Physicians

Who We Serve - Physicians πŸ©Ί

Early-Career Physicians

Congratulations on your multiplied income! If you're juggling student loans, contemplating home ownership, starting a family, and aspiring to become a world-class physician, we understand the unique challenges early-career physicians face.

If you're in your last year of training or within the first five years as an attending, we're here for you.


If so, explore our expertise in:

  • πŸ“ŠStreamlining organization: Navigate the influx of "new" information, from initiating investments to comprehending your employer benefits—let us guide you.
  • πŸŽ“Tackling student loans: Answering crucial questions like "PSLF or aggressive repayment?" and balancing investment decisions with student loan payments.
  • 🏑Life beyond medicine: Whether it's purchasing a home, exploring physicians' mortgages, or starting a family—name it, and we'll plan for it.
  • πŸ›‘οΈAsset protection and risk management: As things get serious, let's ensure safeguarding your assets is a top priority.

Mid-Career Physicians

Celebrate being free from student loans, owning a home, and diving into family planning! As our docs enter the accumulation phase, the net worth chart resembles a hockey stick, prompting questions on the next move and optimizing (and protecting) from here.

Does this hit close to home? Have you been an attending physician for the past 5-15 years?


If so, let us help by:

  • πŸ›‘οΈ Safeguard your assets: With significant assets on the rise, implement serious protection measures with our assistance.
  • πŸš€ Future-proof your plans: From funding private school and summer camps for the kiddos to organizing estate documents and 529 plans for college, we've got your future covered!
  • πŸ“ˆ Optimize your investments: Streamline all your investment buckets, including 403b, 457bs, Backdoor Roths, and other taxable accounts.
  • πŸ’‘ Enhance tax planning: As your career evolves, focus not only on income tax planning but also on building portfolios with tax efficiency in mind.

Established-Career Physicians

🌟 Congratulations on entering the 7-figure club (that's a significant achievement!)—you might even be edging towards the 8-figure milestone. While retirement might not be imminent, the allure of financial independence is more prominent than ever. Questions like "Am I on track?" or "Do I have enough?" may be crossing your mind, along with contemplating what retirement truly entails.

This is the juncture where we delve into optimizing the final years of accumulation and, more crucially, strategizing for the decumulation phase. As you progress in your career, your heightened net worth elevates the importance of asset protection and estate planning on the priority chart.

Does this resonate with you? Have you been an attending physician for the past 15+ years? πŸ“†πŸ’Ό


If so, we can talk about:

  • πŸ“ˆ Optimize your financial strategy: From investments to tax planning, we're here to guide you towards the finish line, ensuring every aspect is fine-tuned.


  • πŸ›‘οΈ Protect your hard-earned assets: Discover how to safeguard the assets you've diligently built over the past several decades, securing your financial foundation.


  • πŸ“œ Safeguard estate planning: Whether it's federal or state tax concerns or ensuring your wishes are honored, we'll meticulously organize your estate planning, preventing it from falling by the wayside.


  • 🌟 Plan for the golden years: After years of hard work, let's explore the next chapter and celebrate what your dedication has achieved for you and your family.

Need Financial Literacy training for your medical school students, residents, or group?

We're proud to assist in helping you steer the next generation towards a brighter financial future. Please reach out if you want to book our team for a speaking engagement.

Previous Zoom, Podcast, or in person speaking events:

  • Prostate Cancer Foundation: Women in Science Networking Initiative 
  • Medical Residency classes at Walter Reed National Medical Center
  • Transitioning Servicemembers in the Hiring Our Heroes Corporate Fellowship Program
  • The Military Money Show
  • And more!

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