Foundation Planning
Foundation Planning is the first step for graduating residents or those newly in practice. In this stage, the focus is on educating and implementing simple strategies to address basic financial objectives. Typical concerns include:

• Student loan consolidation
• Employment contract review and negotiation
• Life and disability income insurance
• 401(k) contributions and allocation
• Monthly savings objectives
• Employer benefit options
• Basic estate documents

The Foundation Plan helps develop prudent financial habits and establishes a solid foundation for future growth.