We help physicians connect their money with their life.
As a physician, you spend a lifetime giving of yourself. You give to your patients every day, you give time and energy to your colleagues and to bettering the medical profession. You give to your community, to charity, to your church, to your friends, and to your family. And you’re giving so much.
Your time and energy may be zapped – and you might feel like you’re being pulled in a million different directions every day. The last thing you want is to be worried about your money. Yet, the financial stress that comes with being a physician in today’s society is huge.
The truth is that physicians have it tough when it comes to their financial planning. The world around you often views you as the stereotypical “wealthy doctor” – and as a result, you’re expected to give a little more, or are viewed as a candidate for every sales pitch in the book.
You may even be facing pressure from your colleagues to “keep up” or to live a certain lifestyle. Worse still, you may be putting this same expectation on yourself! It can be easy to commit to too many financial obligations when you feel like you’re working hard and making enough money to cover it all. At the end of the day, you just wind up exhausting yourself, and feeling stretched too thin.
Few people realize the actual financial pressures you’re facing, and they may struggle to respect your boundaries as a result. And if you are the one pressuring yourself to fulfill a laundry list of financial obligations, or are struggling to prioritize your financial goals, setting boundaries both with yourself and with others can be even harder.
This is, in a nutshell, why I work with physicians. I respect all of the giving you do in a day. From your work to your home life, you are supporting others in their wellness and in their day-to-day, and I think that’s incredible. Now you need someone to support you.
You deserve to have a financial planner in your corner who’s always looking out for your best interest. Together, we’ll plan for a secure future for you and your family while still living for today, giving according to your values, and enjoying your wealth. I look forward to helping you construct a unique plan that helps you pursue your ideal life.