Attending Physician
Financial Roadmap
$170-210/month
Budget
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Track past and current speanding
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Develop a budget to maximize income.
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Implement technology to keep you accountable.
safety net
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Strategize emergency fund
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Determine insurance needs
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Analyze what you have
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Shop for the right coverage and discounts.
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Help you apply and secure the policy.
investing
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Analyze current investments
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Recommend appropriate investment portfolios.
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Monitor performance
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Strategize alternative investments, i.e. real estate, venture, etc.
debt
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Analyze your current debt
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Determine best payment method
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Refinancing options
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Track progress
future
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Set retirement and other financial goals, including college, investing, and legacy.
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Determine how much you can save and where.
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Open investment accounts
tax/estate planning
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Planning ahead to minimize taxes.
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Discussing legacy goals, and lining up your financials goals.
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Ongoing collaboration with your CPA and attorneys.
...with ongoing coaching and moniitoring!
What is Financial Planning?
