Physicians & Healthcare
Physicians face a much higher level of debt and late careers relative to other professions. Plan for aggressive debt repayment and savings.
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My Approach
1) Keep the total cost of investing low. 2) Invest roughly 30% in alternative assets and strategies in order to optimize the risk/reward profile of your portfolio. 3) Proprietary methodologies designed to minimize the impact of bear markets.
The Clients I Serve
Pre-Retiree
Knowing how much you need to save in order to retire by a certain date, is the most empowering thing you can do for your financial picture.
Retirees or Seniors
Peace of mind frees you to focus on the things that matter the most. Don't settle for anything less.
Also: Business Owners, Executives
Major Milestones I Specialize In
Early Retirement or Financial Independence
Know the goal, work backwards from there, or find out what is possible. You have the vision, I crunch the numbers.
Retirement Planning
Having a complete picture of your financial situation and clear action steps on how to achieve your goals is real freedom.
Sudden Wealth or Inheritance
Sudden wealth or inheritance is often tied to strong emotions and uncertainty. Neither will help you make sound financial decisions.
Also: Buying a Home and Relocation, Career Changes or Job Loss, End of Life and Legacy Planning, Starting a Business
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I work one on one with my clients, often meeting them in their homes or my own, to develop strategies specific to their financial goals. Financial plans are always custom, never generic or off-the-shelf plans created by standardized software. Furthermore, while some firms push higher margin, proprietary products, or funds that their corporate office makes more money selling, I never sell products, nor am I incentivized to do so. I implement investments for their utility inside of the overall portfolio. To that end, I also utilize roughly 30% alternatives in order to optimize the risk/reward profile of my clients’ portfolios while many firms will not allow more than 10% because the home office does not want to bare the risk, even if it is in the best interest of the client.
Disclosures
Advisory services are offered through Fit Financial Consulting LLC; an investment advisor firm domiciled in the State of Washington. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensati
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.