Financial planning doesn’t have to be difficult; in fact, it’s simple to create a financial plan. Yes, there is a lot of technical jargon and complicated things we financial planners do behind the scenes, but… Read More
Financial Wellness
9 Incredible Money Habits for Doctors to Establish ASAP
Your habits inform the way you live your life — whether you consciously realize it or not. Those habits don’t only impact your personal life; they can also affect your money. Are you a spender… Read More
Financial Planning for Doctors in Five Easy Steps!
While financial planning for doctors is a long process that relies heavily on personal circumstances and preferences, we break it down into a simple five step process to get you on the right path. This… Read More
Financial Checklist for Physicians
We know just how hectic your life as a physician can be, which makes it incredibly difficult to complete a financial checklist for physicians, even if you know how important it is. So when you… Read More
Seven Ways a Financial Planner Can Help a Physician
A very common question(s) we get: What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More
Financial Planning for Last Year of Training Physicians
You are headed down the home stretch: your last year as a training physician is coming to an end, and that means it’s time to update your financial planning accordingly. Whether you are finishing up… Read More
7 Tips for Hiring Your Nanny
Hiring a nanny can be incredibly challenging for new parents — but it doesn’t have to be if you follow a few nanny hiring tips. The welfare of your child, both physically and emotionally, is… Read More
The Annual Financial Check-Up for Doctors
As a doctor, you’re probably incredibly familiar with performing annual check-ups for your patients — but it’s important to have an annual financial check-up as a doctor, too. We have a very long list, both… Read More
8 Ways To Achieve Financial Success as a New Attending
Congratulations — you’re coming up on a very exciting time in your medical career, and that means it’s time to achieve financial success as a new attending physician! As an attending, you have many doors… Read More
The Ultimate First Year Baby Budget
We built the ultimate first year baby budget by tracking all our major expenses in Ryker’s first year with us (Life update; he is almost 5 now!). As any first-time parent will tell you, YES,… Read More