PHYSICIANS
A Healthy Future
What We Do
As financial specialists focused on physicians, we support you inside and outside your practice.
- Help you envision the practice you want to build and the life you want to lead
- Develop a financial game plan to identify the steps needed to achieve your vision while anticipating risks along the way
- Construct and manage an investment portfolio to create the financial freedom needed to fund your game plan
- Provide ongoing coaching to help make sure you stay on track
- Prepare for unique needs, including putting practice real estate to work and planning for significant tax bills
Our Approach
Throughout the different stages of your medical career, we walk you through a logical yet flexible methodology so that you can make informed decisions.
Envision
Plan
Invest
Coach
Envision
- Review practice cycle
- Discuss life priorities
- Consider return on life
Plan
- Create savings plan
- Define succession plan
- Determine practice valuation
Invest
- Build investment income stream
Coach
- Educate practice owner
- Support financial decision making
Practice Owner
Envision
- Define long-term role
- Envision life after sale
- Consider return on life
Plan
- Create life budget
- Discuss estate planning
- Guide family planning
Invest
- Replace practice income with investment income
Coach
- Support selling process
- Educate and support family
Practice Seller
Envision
- Determine personal/professional priorities
- Explore practice ownership and career growth
Plan
- Create budget
- Identify/assess personal risk
- Advise on estate plan
Invest
- Begin investing to replace income in retirement
Coach
- Educate about financial decisions
- Support follow-through
Fellow/ Attending
your medical investment team
Our team is experienced in and dedicated to serving the distinct needs of medical professionals.