High quality retirement planning guides for doctors? Managing Money requires a Broad understanding of Personal finances, along with maintaining balance plus understanding of Risk and Return of the Financial decision. And things become difficult to manage for some when they are serving practice loans, Home Loans, car loans etc. Investing is only one part of it, but being in the right investments, which suits your Risk profile and Your Goals (rather than the sellers targets) is another. Plus continuing with the investments, doing the timely rebalancing, knowing when to start and when to stop, requires a behavioural management too.
You Will get a Wealth Monitor,as in online Real time view of your Investments and Assets, to have a clear Idea on where you are going. Don’t Worry. We will help you Organize in your Money Matters and Manage the Financials Responsibly for you. We Serve Doctors at all Life stages. The Major benefits is the Peace of Mind and the feeling of Wellness that now your finances are being taken care of Responsibly for your benefit. You will enjoy the process and be always sure that the right quantum of money be available with you as and when required.
Your patients trust you with their health, our clients trust us with their finances. Just like you, we take a comprehensive approach to providing care. Throughout the financial planning process, we will take everything into account to identify where you are, where you want to be, and how to get there. Working together in an ongoing relationship will allow us to be an accountability partner for you. It will ensure that you receive continual care, and that the informed decisions you make will get implemented and updated when necessary. But Do Understand that Just like Physical Wellness can’t be Improved overnight, same way Financial wellness needs time.
Frankly, at first, I was a bit reluctant to engage a fee based financial planner. After all, when everything is available online for Free, why to pay for the advice. But later, I realized that there is a lot of information (unrequired) available around, which confuses rather than convince you. So, it’s wise to have a professional financial planner by your side. I was following Manikaran’s blog (www.goodmoneying.com) for quite some time. I liked his thought process and decided to try his services. To my surprise I found out that his first aim was to make his clients gain financial education, and in that he was very patient as well as sincere. His ultimate objective is to make things understandable and clear to the client, he believes in simplicity and makes sure that complications stay away from you. His help in goal setting, mapping investing surplus to different goals, knowing me and my family’s risk profile, knowing when to disagree and why…has made my financial life quite simple and growth-oriented. Rather than googling and confusing myself with the different reviews and articles, I get Filtered information, which is more important for me. Now I know where to go for all my financial doubts. See additional info at retirement planning for doctors.
Will You work with my CA or do i have to engage someone from your team ? Chartered Accountants and Certified Financial Planners have different expertise, though in some areas we both have overlapping knowledge of each other space. If you file your IT returns through your CA, we will provide all the necessary documents required from our side. There’s no Compulsion of engaging someone from our team. However if you want us to do this arrangement for you we can do it, through our associations with CAs.
Doctors in general start earning in the late 20s. Unlike other professions such as engineering, or CAs, doctors start earning late. Acquiring doctor’s degree is the result of years of hard work in academics, many years of training and spending huge sum of money. MBBS, post graduation, specialization etc. all this takes quite a time of their youth, and initial money-compounding years. This is not all, in this ever changing scenario they need to stay relevant and updated by attending conferences, participating and reading the researchers and all these further demands their time and money. Find additional details at drgoodmoney.com.