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.

Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar

3rd Sreet, Nungambakkam, Chennai - 600 034.

info@wealthtraits.com / www.wealthtraits.com

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.