Doctors require an expert in their corner who can help them align their assets and income, debt management, create equity in a practice, and give them a reliable plan to prepare for their future. Doctors know and understand there are three key areas to address that are critical to enjoying the success of their profession and Win the Game of Life.
TIME
THE CHALLENGE
After years in training to finally wear the white coat, many doctors find themselves facing a high debt load and time lost before the journey of making financial progress even gets started. As a result, most doctors feel that this late start in life has negatively impacted their plans for a successful and meaningful future.
Furthermore, a demanding schedule and workload coupled with a lack of education in financial, legal and tax matters can create confusion and prevent appropriate steps to be taken in order to make up for lost time and focus on the planning issues that matter most
THE SOLUTION
Our experience with doctors means that we can recognize strategies to help accelerate progress and make up for lost time by creating awareness about issues that matter most and focus on areas that are most critical. Our team develops a plan that is designed for your unique journey and helps to make up for lost time in ways that are focused, effective, and personalized to reach your goals.
COORDINATION
THE CHALLENGE
A lack of training and education on the issues surrounding wealth management and financial success leads to inefficiency. Coordinating resources and understanding the interdependency of how to manage wealth from a legal, tax and financial standpoint allows for your potential to be fulfilled and achieve financial independence.
THE SOLUTION
ArisGarde organizes and coordinates resources for clients in order to help develop a plan to meet their unique goals. Our firm seeks to take the guesswork out of how legal, financial, and accounting systems can be coordinated for your benefit and optimize your efforts to help achieve the future you are seeking.
CONTINUITY
THE CHALLENGE
The next generation of leaders and practitioners in the medical and dental communities recognize that the “conventional” wisdom from “the good old days” around financial decision making and wealth creation has become stale and dated. Considering wages have remained relatively stagnant, compression and consolidation in the marketplace by large groups and hospitals absorbing practices, and a debt crisis out of the starting gate, it is clear there is a need for fresh perspective and congruent beliefs with their advisor. The next generation of doctors feel that their chances of a fulfilling and rewarding future are in jeopardy. Intellectually, they recognize the need for a creating mind and cutting-edge planning are needed to help guide them as they progress through their careers and build their practices.
THE SOLUTION
The advice industry, including accounting, law, insurance, and wealth management, face a systemic problem around continuity. Most of the advisors working with clients are the same age constituency and have not solved the problem of continuity in the advice and institutional knowledge they would like to be perpetuated to the next generation of their family or for their business.
Clients need to feel confident and secure in the fact that the team they select will be accessible to them throughout their lifetime and the next generation so their plans stand the test of time. With those aspects under consideration, clients feel this distraction can cause devastating results and impact their chances of winning the game of life if left unaddressed.
