Physician Planning Group will partner with you by understanding your needs, evaluating your circumstances, and presenting solutions to help you achieve your goals. We work hard to bring clarity and confidence to your financial picture.
A methodical approach is taken when evaluating your financial health.
Our Process
Examination
Together, we will review your current finances and discuss the risks and rewards you face as a physician. It is important to us that we have a strong understanding of your present-day concerns and your long-term goals.
Diagnosis
Equipped with the knowledge of where you are and where you want to be, we will take time to evaluate your circumstances and apply our years of financial planning solutions to help meet your needs.
Treatment
You will then be presented with thoughtful, well-structured options which are specifically tailored to the goals we have identified together.
Annual Check-Up
Physician Planning Group will initiate an annual check-up to see if any of your circumstances have changed. We will then make suitable recommendations and make the appropriate adjustments to your plans.