Broker Check

Young Physicians Post-Residency

Our coordinated planning process for physicians who have completed residency and fellowship and are beginning to financially progress starts by reviewing the physician family's financial foundation.  Areas of review and implementation steps provided can include:

  • Credit card debt repayment
  • Consumer debt repayment
  • Student loan repayment
  • Emergency fund accumulation
  • Personal liability review
  • Auto and homeowner insurance review
  • Disability insurance review
  • Life insurance review
  • Cash flow management

As the family's financial foundation is being constructed, our process can help physician families to begin building wealth by coordinating:

  • Practice buy-in
  • Initial retirement investments
  • Children's education planning
  • Home purchase preparation
  • Large consumer purchase preparation