Some of the unique money challenges faced by established doctors include:
Investment choices: The demands of a medical career keep rising with every jump in income, leaving you hard pressed for time to research all of the investing options available and therefore some of the best options are left out or worse, there is a mismatch between your goals and the option selected.
Retirement planning: Asset allocation should shift to reflect your ideal retirement timeline and lifestyle. The demands of an ever-changing medical specialty may scarce leave you the time to monitor and reallocate your portfolio, at a time when it is most needed.
Cash-flow management: We undertake cash-flow planning to ensure that you can sustain your lifestyle while at the same time preserving your wealth as you transition from active practice to retirement.