100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal

Doctors

You may be …

  • An employed physician at a hospital or researcher at a pharmaceutical company
  • An aspiring or current private practice owner in the medical, dental, or veterinary space
  • Short on time but long on resources
  • Want to focus on medicine by creating a team of professional advisors like CFPs, CPAs and JDs

 

Your challenges, and how we help:

Challenge
High-income and big financial goals?
Solution
We help develop and hold you accountable a household cashflow plan as a part of your comprehensive financial plan
Challenge
You have a busy professional and personal life and want to delegate activities you do not enjoy or have time to manage
Solution
We create a comprehensive plan and process to manage all areas of your finances so you can enjoy spending time on things that bring you joy
Challenge
Not sure what business structure makes the most sense for your solo or multi-partner private practice?
Solution
To pick a structure that helps you limit liability, minimize tax and reach your goals, we work closely with your professional advisor circle (partners, tax, legal, insurance, etc.)
Challenge
You have access to multiple retirement plans, are you taking full advantage?
Solution
We will create a comprehensive savings plan that is mindful of tax savings now and in the future to help fuel your financial plan
Challenge
Six figure student loan debt and not sure if you should go for forgiveness or just pay it off?
Solution
We develop a clear plan to tackle your student loans so you can breathe easy and focus on growing in your career as a doctor
Challenge
Should you own your practice real estate under a separate entity?
Solution
We work with your practice accountants to see if you can take advantage of tax strategies based on your business and ownership structure
Challenge
You are at the end of your career or just want to sell your practice, should you sell to current partners and/or employees? Do you have offers from private equity?
Solution
We work alongside your other professional advisors to make sure you get a fair valuation, minimize tax, and develop a plan for the next phase of your life