Financial planning for health professionals
YOUR CAREER IS TOO SHORT TO PUT OFF PLANNING.
You want to help others. But you need to pause and help yourself.
Or you’ll be the one needing help in retirement.
After all that schooling, you’re finally earning what you deserve. Make sure those earnings are helping your whole life.
Protect yourself
Set aside money to
work for you.
Minimize stress
Work is enough stress. Don’t add any at home
Retire confidently
Put in the time now so that you have no regrets later.
You have a lot going on. We feel for you.
You live a busy life, often putting the care of others ahead of yourself. It’s appreciated. But taking just a few minutes now will pay major dividends in the future. We’re also putting precious time aside each week to make sure we can continue learning—all so we can give you the most knowledgeable insight.
CREDENTIALS
CFP®, LUTCF®
Court of the Table, Million Dollar Round Table (MDRT)*
New York Life, President's Council
Investment Advisor Representative, Eagle Strategies LLC^
Bachelor's Degree, University of Redlands
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^Eagle Strategies LLC is a New York Life Company.
THE SUCCESS PATHWAY
2.
Review your current financial position
No prep work needed
3.
High level review of the plan you have in place
We'll help you define it
4.
Head towards the well-groomed path
We'll stay right behind you
STOP PUTTING IT OFF.
MEET WITH US AND KEEP IN STRIDE.
Too many people like you are so busy trying to help others live healthier lives, but don’t take a few moments to help their own financial health. At the Pathway Financial Group, we show you how you can make sure your finances are in order without compromising the dedication to your practice.
CONTINUE READING
We know that you gave up a lot to get to this point in your life. And now that finally you’re here, you want to make sure that you give to others through your work. Taking a bit of time for yourself to plan out your future might feel like you’re not prioritizing your patients. But the truth is you spent more time in school than the average person, so you have a smaller earning window to capitalize on compound interest. You need to start now. We can help. Here’s how:
Schedule a 45-minute meeting.
Review your current financial position.
High level review of the plan you have in place.
Head towards the well-groomed path.
Meet with us, so you can start down that path. Others have, and they don’t regret it. The sooner, the better—much better. Take control now.