You’ve dedicated your life to serving others. You spend your days seeing patients and your nights managing the seemingly endless details of your practice. You’re so busy helping others; you don’t have the time or energy to help yourself. Let us be of service to you. We can help you manage your financial health.
The first step in developing a financial plan is gathering information. We do this through personal interviews, profile testing, and financial auditing. Because no two situations are the same, it’s essential to consider more than just income and financial details. The better you connect your unique character with your available resources, the better you’ll be able to apply financial tactics for achieving your goals.
With a more complementary and realistic awareness of your goals, you’ll be able to make smarter business and financial decisions. The data and insight you’ll receive as part of our Lifestyle Protector Process will empower you to take control of your opportunities and obligations.
When you engage Obsidian as your financial planner, you’re getting access to years of education and experience on everything from debt management and tax strategy to investments and insurance to estate and retirement planning. Your dedicated team of professional consultants will present your plan, then schedule regular checkups to ensure you stay in good financial shape.
Practicing medicine can be stressful and exhausting. You shouldn’t have to worry about the myriad details of managing your financial resources. We’ve helped physicians just like you to create and follow the ideal plan for achieving their financial goals. We have every confidence that our personalized treatment can help you too.