Financial Planning for Physicians
Does this sound like you?
You’ve completed, or are close to completing, your residency.
Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency.
You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing real advice applicable to your unique situation.
You don’t have time to set aside an afternoon to go downtown and meet with the “suits” (assuming you meet their multi-million dollar investment minimums).
That sounds like me
As a physician with a positive career outlook and earning potential, you have an incredible opportunity to establish wealth-building behaviors that propel you to financial freedom.
But you also may have student loan debt. A lot of student loan debt.
You may be wondering whether to save for a home down payment vs. funding retirement accounts.
You know you need insurance, but you you’d rather consult with an agnostic flat fee financial planner who isn’t selling you the very products they are recommending.
You’ve come to the right place
If you are nodding your head right now, what you are looking for is called, “Fee-only, fiduciary financial planning”. A fee-only financial planner, like Ten Talents, acts as a fiduciary. As a fiduciary, we have a professional obligation to provide the best financial advice for you and your family. It’s like our own Hippocratic Oath.
We believe you shouldn’t have to worry whether your financial advisor is seeking your best interest at all times.
We sell no financial products and receive no commissions. The only fees are for financial planning and investment management, billed directly to our clients. Simple as that. There’s no sales pitch and no investment minimums. No kidding.
We understand that you may work nights, weekends, or have an irregular schedule. We get it. Ten Talents is built for a modern financial planning experience. Video chats? Check. Text your advisor? Check. Pay your planning fees online? Check.
What are you waiting for?
The earlier you start to lay a solid financial foundation, the more options you’ll give yourself as you advance in your career. Wise planning = freedom. You intuitively know this already. The best time to start is right now. You aren’t getting any younger. 🙂
If you’re curious to learn more, reach out to Kaleb for a complimentary, no obligation Discovery Call.
You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, CO, here.
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