Broker Check

In Transition: Transition Planning

Life changes dramatically for physicians after residency. The transition from making very little money to having a substantial paycheck is both exciting and fraught with potential pitfalls. We help new physicians address the growing complexity of lifestyle changes they are likely to encounter.

The Transition Planning process helps address questions about:

  • 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
  • Understanding employer benefits