Break Through the Jargon
We guide you through complex financial matters by developing a comprehensive financial plan focused on these key areas.
HOME BUYING ANALYSIS
RESIDENTS AND FELLOWS
We create a summarized plan that shows all of your options for loan forgiveness, forbearance, refinancing, minimum payments, or accelerated debt pay downs.
As doctors you are a target for lawsuits. You can take steps to protect your assets and income from frivolous lawsuits.
Doctors appreciate our transparent, proven, and scientific approach to investing. We use low Dimensional Fund Advisor funds to create diversified portfolios customized to your situation.
Doctors have challenges unique to your occupation: you start saving later and you want to retire earlier so it is possible you could be retired for 20 to 30 years. We help you develop a plan so you don’t have to worry about money.
Home Buying Analysis
Buying a home can be complicated when you consider all of the many options available to you. We help doctors evaluate the lender options that are best for their situation.
We help doctors understand their contracts and avoid the common landmines. Many of our clients have negotiated $5,000 to $25,000 dollars more in extra pay or bonuses using our guidance.