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Resident Planning

Resident Planning

We assist members of the medical community by designing specific strategies that fit their unique needs.  

Through a comprehensive financial planning process, we will show you how to protect your income, your family and your career. 

In our meetings, we will address the following areas:

  • Custom Student Loan Analysis
  • Discounted Resident and Fellow Insurance Contracts 
  • Goal Setting 
  • Cash Flow and Financial Planning to determine how to structure cash flow during your education years and into your practice careers to create a long term strategy that is most efficient based on your unique goals and situation.
  • Review of hospital/group benefits.
  • Connections to vetted resources of lenders, private practice coordinators, CPAs, attorneys and others to ensure you are working with a team of professionals.

"Man cannot discover new oceans unless he has the courage to lose sight of the shore" - Andre Gide