You Spend Your Career Taking Care of Others.

We Spend Ours Taking Care of You.

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From student debt to high overhead, a lot of factors affect your ability to build wealth. That’s where we can help.

• 50% of physicians have a net worth less than $2 million, despite being in the top 1% of wage earners.

• 50% work beyond age 65 due to financial necessity despite having a $350K average annual income.

• Financial trouble is the #2 reason for burnout and depression.

• Financial troubles are a major contributor to over 400 doctor suicides per year.

The Physician Career Pathway The best time to Plan is now.

Developed by physicians for physicians, our pathway will help you build the confidence you need to pursue your financial goals. We do this by creating financial strategies specific to each phase of your medical career.

Scroll over each card to learn more about the treatment plan for each phase.

 

Med School & Residency

Medical school students and physician residents often face significant financial challenges on their journey to becoming full-fledged doctors. The path to a medical career is long and arduous, requiring years of rigorous education and training.

Med School & Residency

Residency & Fellowship

Last-year residents and fellows confront a multitude of financial challenges that can significantly impact their lives if not adequately addressed.

Residency & Fellowship

Working Years 1-3

In the initial three years of their medical careers, physicians frequently contend with a myriad of formidable financial hurdles. These challenges encompass various aspects, including the burden of student debt, the cost of obtaining insurance, and the expenses associated with setting up and running a medical practice. These financial pressures can prove daunting as they strive to establish themselves in the field of medicine.

Working Years 1-3

Working Years 4-10

In years 4-10 of practice, as physicians start to earn a more substantial income and make headway in paying off their education and training debts, they often encounter a unique set of financial challenges.

Working Years 4-10

Pre-Retirement Physician

Pre-retirement physicians often encounter a unique set of financial challenges as they transition from a career marked by substantial earnings to a life of retirement. One of the primary concerns is the substantial decrease in income, which can be especially pronounced if they relied heavily on their medical practice for financial stability.

Pre-Retirement Physician

Click the button below to download the financial wellness plan for your individual needs.

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It’s never too early — or too late — to take control of your financial future and build your wealth. Click the button below to schedule a complimentary, no-obligation consultation with your strategic Wealth Care team.

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