Orthopedic surgeon Dr. James Pressley has been working at a joint practice with five other surgeons since graduating from medical school ten years ago. Although he has successfully established a reputable personal brand on his own, he struggled to figure out how to independently expand on it further without taking time from his practice.
Before reaching out to Physician Financial Planning, Dr. Pressley believed he was at his financial and philanthropic peak. However, when we discussed advancing his financial portfolio and building upon his assets, he had no idea we would grow his brand as well. We immediately explored new charitable endeavors and liquidated expendable assets to establish a startup savings account. In addition, by organizing profitable financial stakes in Dr. Pressley’s name, we were able to make his reputation known within professional circles he may not have reached otherwise.