Busy Professional

How we help busy professionals

Busy professionals such as lawyers and doctors typically have very demanding careers. When you add in family demands, there often isn’t enough time for financial planning. Many professionals understandably neglect key areas of their financial affairs. This includes inattentiveness to investment portfolios and outdated (or undrafted) wills and powers of attorney. Through our comprehensive financial planning, we assist in these and other areas to close gaps. We act as a family’s CFO, freeing up valuable time for other priorities.

Most professionals want to enjoy the rewards of their hard work in the here and now. A comprehensive financial plan allows us to provide customized guidance and feedback to balance the lifestyle desires of the present with the need for long term security.

Professionals like doctors often have unique planning concerns, particularly with tax planning. For instance, some clients have not yet taken advantage of personal incorporation. Many professionals could benefit from significant tax savings if they structured their affairs differently. We help with this too, ensuring that these important financial affairs get the time and attention they deserve.