PLACE OF
EMPLOYMENT
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.
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.Dr. James Pressley graduated at the top of his class at Harvard Medical in 2010 and accepted the opportunity to work there as a teaching surgeon and classroom instructor. After securing a partnership at his current practice, he opted to stay on-staff at Harvard as a recurring speaker and invited guest lecturer. Dr. Pressley also regularly uses his philanthropy fund (created in partnership with PFP) to donate to medical research efforts at Harvard and other institutions around the world.
To provide Dr. Pressley with the assistance needed to achieve his short- and long-term goals, we’ve created a customized plan of action by way of increasing investments, liquidating immobile assets, and determining an IRA best-suited to fit his needs as a medical professional. We have also been able to identify the financial pathways in which he initially passed and opened them back up to generate improved advancement opportunities.
The team at Physician Financial Planning showed me that I was far from done in terms of achieving success; in fact, I had barely even started! They are single-handedly responsible for being the key to opening doors I never even knew existed.
The team at Physician Financial Planning showed me that I was far from done in terms of achieving success; in fact, I had barely even started! They are single-handedly responsible for being the key to opening doors I never even knew existed.
