serving physicians from
residency through retirement
GOLD STANDARD TREATMENT
As a physician, you have unique financial planning needs that may include student loan repayment, taxes, estate planning, and so much more. At Impact Wealth Management, We have carefully crafted specialized "plans of care" for different stages of your career. Each tier of our financial planning process was specifically created to help you eliminate debt, build real wealth, leave an impactful legacy, and focus on what matters most to you.
Learn more about each "plan of care" below.
foundation for success
This plan of care was designed for residents and fellows whose main concerns include managing their student loans and cashflow.
One of the most common conversations we have with residents is the 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. This includes considering potential future student loan forgiveness opportunities, your current budget, your goals, your personal circumstances (are you married, do you have children, etc), and more.
We understand the unique struggles you face during your training. While you are furthering your education and caring for your patients' health, let us help you take care of your financial health.
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discovery call
from debt to wealth
This plan of care was designed for physicians that are early to mid-way through your careers whose main concerns include reducing your liabilities and increasing and protecting your wealth.
While you may still be focused on managing student loan debt, you are also concerned about other areas of your financial health. We not only create a plan for you to manage and eventually eliminate the financial burden of student loans, but begin the process of building wealth, protecting your assets, and proactively planning for retirement.
At this stage, you may also be planning for your children's future education, looking for ways to reduce your tax liability, and possibly in the midst of partnering or looking to own your own practice.
We'll assess how you are currently utilizing your 403b plan, as well as discuss other ways to build wealth, protect your assets, and help mitigate your tax burdens. Think of this planning as preventative care for your wealth.
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discovery call
impactful legacy
This plan of care was designed for physicians who have been attendings for at least 15 years. At this stage in your career, your finances have gotten even more complicated. By now, you likely have all of your student loans paid off and you are focused more on accumulating and protecting your wealth.
You have an established career and are interested in mitigating your heavy tax burden. While you may not be retiring tomorrow, you are still looking forward to eventually slowing down, selling your practice, or retiring. Planning ahead helps you answer questions like "Will I have enough to retire when I want?" and "Am I doing everything I should be now?"
As you face all of the changes and challenges during this time, consider working with us on a holistic approach to financial planning. We have the knowledge, experience, and capacity to help guide you through each of these transitions.
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discovery call
