Financial Planning for New Attending Physicians
At the start of your career as a physician, you may struggle to balance your student debt with decisions around your financial future. We’ll help you get the most out of your income through efficient debt repayment, financial planning, and risk management.
Debt Planning & Repayment
From managing student loans to preparing for big purchases, we’re here to guide you through the debt planning process.
Financial Planning for the Future
Enjoy the benefits of a rewarding career by letting us help you create a financial plan for the short and long term.
Risk Management
Protect yourself and your family with the appropriate insurance – we’ll help you evaluate your options and get coverage in place.
Why Work with Us?
Specialist advice for medical professionals.
From students to retirees, we’ve helped hundreds of medical professionals make excellent financial decisions for their future.
Hands-on, personalized service.
We are here to listen, understand your needs, and provide tailored guidance for your situation.
Support and stability.
We know that a career in medicine can come with difficult financial transitions – we’re here to help you navigate the ups, limit the downs, and grow your wealth.
Knowledge Base & Resources
Check out our collection of helpful articles and resources for medical students and residents.
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Top 5 Financial Questions Physicians Ask
By Glenn Ayrton, Investment Advisorand Partner, ClearWealth Advisors, Vancouver HOW MUCH DO I NEED TO SAVE TO MAINTAIN MY LIFESTYLE AFTER I STOP PRACTICING MEDICINE? It depends. Everyone has a different answer and it really depends on you, your family, your objectives and your lifestyle plans. You may want to maintain your current lifestyle, scale…
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How much is enough? It’s up to you.
Retirement. First retirement. Making work optional. Life 2.0. Reinvention. Taking a break. Moving on. Whatever you choose to call the time that comes after the long, formal “working” part of your life, it probably doesn’t mean doing nothing and just relaxing at home anymore. For boomers it means new possibilities and maybe big plans to…
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Protect Your Income with Disability Insurance
Your ability to earn an income, in your specific health profession, is probably your most valuable asset. More valuable over the long term than your home or certainly your car – two big items we always insure. You invested years of study and tens of thousands of dollars in your earning potential, and that’s something…
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Getting Comfortable With Your Money
MONEY IS NOT ABOUT GETTING RICH, IT’S ABOUT BECOMING HAPPY Financial decisions are really just life decisions. Like choosing a career, buying a house, getting married, having children, starting a business. Thinking like this helps you decide what it is you really want to accomplish and what will make you happy and fulfilled. It’s also…