Physicians2019-09-09T20:54:39+00:00

Treating you with the same standard of professional care as you treat your patients.

You see it all the time, patients who take their health for granted.  Worse sometimes are the ones who won’t move from denial, feel resentment, ignore, or take on any number of non-productive approaches to their current condition.  To make progress, the solution is often more simple than they imagine but almost always takes some time and attention.

The same is true for personal finance.  A realistic and healthy perspective, a little time, and some attention is what is needed to build and preserve financial wealth.  Money, like a scalpel, is a very effective tool.  It can be used for good or it can cause significant harm, the power is in the user.

Allow us to assist you in honing your financial wellness strategy and take control of your financial future.

What working with us looks like:

Resident Program

Through a series of 3 (sometimes 4) meetings over a period of 30-60 days, you will get:

  • a clear picture of your financial inventory

  • a student loan analysis

  • a financial overview detailing areas of optimal and suboptimal financial health

  • a solid financial strategy

  • a prioritized action plan

  • access to a client portal that will keep you organized and track your progress

Going forward we will meet regularly for maintenance checks and as needed when things change; like reviewing a new employee benefit package.

We know that you have little free time and offer web based meetings at your convenience.

Generally our fee is $500 for medical students, residents and fellows.  Some of the financial tools we recommend we also offer directly.  A few examples of these offerings are the Berkshire disability insurance policy with contract language specific to physicians, term life insurance, and investment management.  Other recommendations will require you to work with outside professionals like an attorney or auto & home insurance specialist.

Physicians

Through a series of 3 (sometimes 4) meetings over a period of 30-60 days, you will get:

  • a clear picture of your financial inventory

  • a student loan analysis (if needed)

  • a financial overview detailing areas of optimal and suboptimal financial health

  • a solid financial strategy

  • a prioritized action plan

  • access to a client portal that will keep you organized and track your progress

Going forward we will meet regularly for maintenance checks and as needed when things change; like reviewing a new employee benefit package.

We know that after seeing patients and spending additional hours charting, it can be difficult to make time for your self-care, financial or otherwise.  We offer web-based meetings from the comfort of your home or office as a result.

Generally we charge 1% of before tax income for with a minimum of $800 and a cap of $3500.  Some of the financial tools we recommend we also offer directly.  A few examples of these offerings are the Berkshire disability insurance policy with contract language specific to physicians, long term care insurance, and investment management.  Other recommendations will require you to work with outside professionals like an attorney or other insurance specialists.

For the Practice Owner

We understand, medical school taught you a lot but very little of it was focused around running a successful business. Among paying your taxes (payroll, sales, state, federal and more), figuring out patient billing, fighting for reimbursements, and retaining talented staff – you’ve got a lot on your plate. Take a look at our business owner page to see how we can work with you to eliminate some financial burden.

OUR FINANCIAL TOOL BOX


Get a Complimentary Copy Of : Myth of the Rich Doctor

Please enter your email and we will send you a copy. No frills or subscriptions necessary.

Get Your Copy Now

*Guardian and its subsidiaries do not issue or advise with regard to student loans

Get a Complimentary Copy Of : Myth of the Rich Doctor

Please enter your email and we will send you a copy. No frills or subscriptions necessary.

Get Your Copy Now

close-link