Attending Physician Financial Roadmap

Attending Physician Financial Roadmap

For Enquiries, Call:

888-203-6229

OUR SERVICES

Attending Physician Financial Roadmap

$150-200 / Month

Life is busy, and all of the financial information out there is confusing. It makes you want to just stick your head in the sand and go to work. FinancialMD is a team of fee-based, fiduciary financial planners that only work with physicians. We know what makes your situation unique, and we have a way of taking complex financial concepts and turning them into something you can implement, and succeed. And you’ve got a financial coach that will help keep you accountable.

Budget Plans

Debt Management

Safety Net

Future Plans

Investing

Tax / Estate Planning

Our Services

Physician Financial Planning Modules

Budget Plans

  • Track past and current spending.
  • Develop a budget to maximize income.
  • Implement technology to keep you accountable.

Debt Management

  • Analyze your student loans
  • Organize your credit cards
  • Determine the best payment method
  • Refinancing options
  • Track progress

Safety Net

  • Assist with an emergency fund
  • Determine insurance needs
  • Analyze what you have
  • Shop for the right coverage and discounts
  • Help you apply and secure the policy

Future Plans

  • Set retirement and other financial goals
  • Determine how much you can save and where.
  • Open investment accounts

Investing

  • Analyze current investments
  • Recommend appropriate investment portfolios
  • Monitor performance
  • Strategize alternative investments, i.e. real estate, venture, etc

Tax / Estate Planning

  • Planning ahead to minimize taxes
  • Discussing legacy goals, and lining up your financials goals
  • Ongoing collaboration with your CPA and attorneys

DO IT YOURSELF!

Making Life Easier with Technology!

Schedule No-Cost Consultation