Success Story

New Attending

At a Glance

Alicia just started her first attending job. While coming off the high of finishing training, she was
immediately faced with overwhelming life decisions regarding both the present and future. She
needs professional advice and a plan.

What should I do with my student loans? How can I minimize the total amount I’ll pay over time?

Which employee benefits should I take advantage of to most effectively set myself up for the future?

What can I safely invest in so that I’m on track for an early retirement?

Our Approach

Discovery

The first step for Alicia was to determine what was most important to her as she started her attending career. Being a caring doctor and valuable team member were tops on her list. She also had a strong desire to be responsible with her finances at an early age.

But, her $300K+ in student loans felt like a mountain sitting atop her shoulders with no clear strategy. She wanted to get out from under that debt as quickly as possible, but not at the expense of wanting to buy a new house and prepare for retirement.

Review and Planning

Understanding her values and priorities, especially during the hectic start of her first attending job, was crucial to developing a personalized plan for Alicia.

After collecting and analyzing the details of her financial life as well as her employee benefit options, a step-by-step financial plan was created.

Alicia’s plan was thoughtfully created to allow her to start off strong at her new job, not stressed. It helped minimize her student loans payments over time while putting her on track for each of her future goals.

Clarity and Action

Alicia enrolled in the employee benefits that best aligned with her needs and long-term goals. She also automated her retirement savings and student loan payments so that she could focus on learning and growing at her new job.

Within a short amount of time, Alicia was settled in and enjoying her new job, leading her to feel more confident in her abilities as a doctor. With the extra mental space, she started dreaming about additional plans and goals for the future.

The Results

Making Life Easier with a Guided Approach

Peace of mind for their kids’ future and their retirement
An full-service investment plan that doesn’t require their constant attention
Confidence that their hard-earned money isn’t given away to the government

The people and situations described are hypothetical, and not representative of actual clients.
Each individual’s situation and results will vary.

It’s Time to Establish Your Plan

Let Us Help You Navigate The
Opportunities, And Challenges, That Come
With Your New Career.

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