DISCOVERY CALL
One of the most common conversations we have with residents involves your overwhelming student loan debt and the loan servicers constantly attempting to collect as much as they can from you.
Think of us as your student loan advocates who can help by providing a custom loan repayment plan based on your unique circumstances. Additionally we will work together to build the foundation of your financial health.
Financial Planning for Medical REsidents
Women's Impact Network
FEATURES
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discovery call
Throughout your career a solid financial plan and attention to detail are essential. Whether you are making the transition from your residency or fellowship to a practicing physician or from a practicing physician to retirement, having a plan in place with an advisor you trust can make all the difference.
Here at Impact, we focus on comprehensive financial planning designed specifically with physicians in mind. We know how hard you work to care for the wellbeing of others, allow us to care for your financial wellbeing.
physicians: from residency through retirement
impactful legacy
foundation for success
from residency through retirement
from debt to wealth
Designed specifically for residents and fellows whose main concerns include managing their cashflow and student loan debt.
Designed for physicians who may still be focused on managing student loan debt, but are also concerned about building wealth, protecting your assets, and proactively planning for your retirement.
Designed for physicians whose main concerns include the desire to have a plan for retirement income, planning to retire or sell your practice in the next 5 years, and wanting to leave a financial legacy for your families and/or causes close to your heart.
PLANS WE OFFER
Our unique financial planning process is tailored specifically for medical professionals. We have customized each of our planning stages to support your unique goals throughout your career and even throughout your retirement.
Because we know how hard you work and how busy your schedules can be, all of our meetings can be done either in-person or virtually. This allows you added flexibility in your schedule as well as the ability to continue working together if you move across the country after your residency or to take advantage of a new job offer.
our financial planning process
With over 13 years of experience, we specialize in financial planning and wealth management specifically for physicians and your families. We care about your financial wellbeing and take what worries you most about your finances (topics like taxes, investing, student loans, and retirement) and we create a plan that focuses on your unique goals. Giving our clients the option for you to meet with us in-person or virtually provides you with added flexibility for us to work together whether you are struggling to find time in your busy schedule or you are moving across the country.
residency • fellowship • attending
residency • fellowship • attending
