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Physician’s Financial Consultant

Physicians have a distinct drawback in dealing mid-life financial demands because of delayed entry into the rewarding practice. Doctors are challenged to pay down hefty education loan/debt while catching—up.

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Physician’s Financial Consultant

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  1. Physician’s Financial Consultant Physicians have a distinct drawback in dealing mid-life financial demands because of delayed entry into the rewarding practice. Doctors are challenged to pay down hefty education loan/debt while catching—up. Peer pressure and progressive cash flow make you believe you have enough income to purchase anything and everything you’ve waited on. It might be that bigger car you’ve dreamed about, hospital set-up, another home at prime locality. You will be thrown off-track of your most important financial goals. Compliance and transparency demands are keep increasing. Many physicians practice without professional indemnity cover. Financial consultant creates a personalized financial plan covering your cash flow, risks, assets, liabilities, goals, time to goals, tax implications etc. Well articulated goals help individuals discover and use efficient strategies and methods to reach the destination. It is easier to evaluate one’s progress towards a specific goal. Progress motivates to stay the course and become more focused on accomplishing your goals. Financial consultant for physicians would be able to give much needed clarity and path so that you’re empowered yourself to have the information you need in all areas of your financial life to take informed decisions. So there’s no guessing, there shouldn’t have to be. You can’t isolate your goals and cash flow. Your lavish life style may leave nothing or in- sufficient funds to meet other pressing financial needs. Money is the root cause of many stresses. Taking a holistic approach to manage your finances relieves you from those stresses. Customized plan and strategies helps you channelize your financial resources to the things that are important to you. Scout for a financial consultant who put your interest first. SEBI registered Investment Advisors are fiduciaries and CFPs can create customized comprehensive financial planning for physicians. Never get confused with execution assistance over advisory. Choose consultant and execution agents separately with respective key parameters. Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar 3rd Sreet, Nungambakkam, Chennai - 600 034. info@wealthtraits.com / www.wealthtraits.com

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