Choose Your Path
Residents, Students & Fellows
- No time to focus on their finances while in training
- Trying to balance managing their debt and housing payments on the lower income while in training
- No structure on how to save money for their future
- Not taking advantage of their lower tax bracket in training
- Not protecting their future income from threats
Attending & Associates
- Overspending with new attending income
- Falling victim to chasing trendy investments
- Reacting to life where everything seems urgent and important
- No strategy to pay off debt or save money for emergencies
and opportunities - Leaving themselves exposed to unnecessary risks
- No plan on where to put their money
Practice Owners
- Not sure how to start planning to protect, grow, and eventually sell the practice on their terms.
- Using the practice to run all of your personal expenses through, creating a dependence on owning the practice
- Relying on the future sale of the practice for retirement
- Not insuring the cash flows of the practice