PHYSICIANS

As a physician you work hard completing undergrad, med school, residency, fellowship, and when it is all said and done more time has been put into crafting your skill set than any other career path out there.

 

When it comes to finances, there is typically some catch up work to do. Many decisions need to be made during key transitions that happen within a blink of an eye. These decisions can make or break the rest of your financial life.

 

Experience peace of mind and affirmation knowing you are living your life by design, and every decision you make is aligned with your philosophy by partnering with us.

 

We are passionate about guiding our clients through key transitions and milestones:

  • Do I accept a private practice job where the salary will be higher, or do I accept a non for profit job and go after loan forgiveness? What is my breakeven point in salary?
  • How do I balance savings with paying off my massive amount of debt?
  • How do I know my first contract is the right fit, and if my compensation package is fair?
  • How do I figure out RVU targets, and will I be able to maintain a work life balance?
  • How do I budget properly when my income goes up 4x – 10x after training and avoid the money temperature trap?
  • How much house can I afford without feeling home poor?
  • Where can I put my money where it is secure from creditors and law suits?
  • How much do I need to save for financial independence, college for my kids, and other key life events?

Decision fatigue can make all the options very daunting for those that lack the time to manage their financial affairs.

 

We look forward to partnering with you to ensure you are able to protect your only nonrenewable resource: your time.

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck