Lifestyle Planning
Lifestyle Planning addresses concerns of physicians who have been in practice for 2-3 years. As a career is being established, there are often corresponding lifestyle changes at home which result in concerns such as:

• Cash management strategies for growing income
• Larger home purchase and financing options
• College saving plans
• Tax reduction strategies
• Estate planning
• Insurance analysis and update
• Monthly savings objectives

The Lifestyle Plan is designed to address a growing complexity with strategies that can adjust as needed. Flexibility is of paramount importance at this stage. The experience of Spaugh Dameron Tenny in working with physicians through this stage helps to avoid many potential pitfalls.