Katy Pediatric Care
Upon entering her career in the medical field, pediatrician Dr. Maria Gonzalez struggled to find the balance between her financial habits and the burden of student loans. She had planned on leaving her emergency ward position in pursuit of a less chaotic atmosphere in private practice, but wasn’t sure where to start until a colleague encouraged her to seek financial counseling.
With the guidance of Physician Financial Planning, Dr. Gonzalez learned how to strategically invest in her stock market portfolio and establish an impressive savings account—without cutting into her budget or depriving herself of what she wants. With her finances in our hands, Dr. Gonzalez has been able to mitigate her financial stress and focus more on caring for her patients and searching for a practice to partner with.
33, Orthopedic Surgeon
Upon entering her career in the medical field, pediatrician Dr. Maria Gonzalez struggled to find the balance between her financial habits and the burden of student loans. She had planned on leaving her emergency ward position in pursuit of a less chaotic atmosphere in private practice, but wasn’t sure where to start until a colleague encouraged her to seek financial counseling.
With the guidance of Physician Financial Planning, Dr. Gonzalez learned how to strategically invest in her stock market portfolio and establish an impressive savings account—without cutting into her budget or depriving herself of what she wants. With her finances in our hands, Dr. Gonzalez has been able to mitigate her financial stress and focus more on caring for her patients and searching for a practice to partner with.
We developed an approach tailored to Dr. Gonzalez’s specific short- and long-term goals. In addition, we assisted in minimizing her taxes; managed a savings account added to her expanding portfolio; offered investment ideas and how to implement them; and balanced her saving and spending habits. Moreover, we have successfully diversified Dr. Gonzalez’s investments in fast-growing stocks, set up interest-accruing savings accounts, and created personalized spending plans.
Physician Financial Planning really made me feel like they believed in my future and wanted the best for me as an individual. They’ve freed me of my own financial stress so I can keep my attention solely on establishing myself in the pediatrics community
“Physician Financial Planning really made me feel like they believed in my future and wanted the best for me as an individual. They’ve freed me of my own financial stress so I can keep my attention solely on establishing myself in the pediatrics community.”
