We have compiled some resources we hope you’ll find both educational and practical as you navigate your financial life.
Peruse our previous monthly economic updates and sign up to receive our free newsletter.
Clients frequently ask us to recommend books on financial topics. We are also known for sending out copies of some of our favorite reads. Visit our library to get our complete reading list.
It takes a team of professionals to implement a financial plan, including bankers, CPAs and attorneys. We take great care in selecting the professionals we recommend to our clients. We are also happy to work with any of your existing professional advisors.
For over 50 years, Spaugh Dameron Tenny has specialized in comprehensive financial planning for physicians. For the last two decades, we have provided financial education to medical residents and fellows at some of the nation’s top teaching hospitals. Physicians’ Financial Focus, our five-part lecture series, covers topics essential for any graduating physician.
For a complete listing of our financial literacy lecture schedule, please click here.
Click here to access our Confidential Data Gathering Packet for your first meeting, our Net Worth Worksheet for determining the value of your assets and liabilities, and our Cash Flow Worksheet to help you create a budget.
For your convenience we have included client login portals for Streetscape and eMoney.