Attending Physician 

Financial Roadmap

$150-200/month

Budget

  • Track past and current speanding

  • Develop a budget to maximize income.

  • Implement technology to keep you accountable.

safety net

  • Strategize emergency fund

  • Determine insurance needs

  • Analyze what you have

  • Shop for the right coverage and discounts.

  • Help you apply and secure the policy.

investing

  • Analyze current investments

  • Recommend appropriate investment portfolios.

  • Monitor performance

  • Strategize alternative investments, i.e. real estate, venture, etc.

debt

  • Analyze your current debt

  • Determine best payment method

  • Refinancing options

  • Track progress

future

  • Set retirement and other financial goals, including college, investing, and legacy.

  • Determine how much you can save and where.

  • Open investment accounts

tax/estate planning

  • Planning ahead to minimize taxes.

  • Discussing legacy goals, and lining up your financials goals.

  • Ongoing collaboration with your CPA and attorneys.

...with ongoing coaching and moniitoring!

MAKING LIFE EASIER WITH TECHNOLOGY!

"An unintentional life accepts everything and does nothing. An intentional life embraces only the things that will add to the mission of significance.”

-John C Maxwell

Contact Us

1146 South Washington Avenue

Lansing, MI 48910

888-203-6229

info@financialmd.com

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© 2020 by Financial MD, LLC

Investment advisory services offered through FinancialMD, LLC, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. This website is provided for informational purposes only and nothing contained herein should be construed as a solicitation to buy or sell any products. Advisory services are offered only to clients and prospective clients in places where FinancialMD and its investment adviser representatives are registered or exempt from registration. Investing involves the risk of loss of principal. Past performance is no guarantee of future performance and no investment strategy can guarantee profit or protect against loss.