Early Career
Your First Steps to Financial Health
As a trauma or critical care professional, your exceptional gifts set you apart from the crowd.
But too often, so does the burden of substantial student loans. A delayed entry into the workforce might also place you on uneven footing where financial planning is concerned.
Unlike firms with minimum account sizes or standard fee schedules, our fees mirror your career stage. We offer guidance with pricing that reflects the complexity of your situation. With multiple options, fees that do not match your life-stage are no longer a barrier to planning for your future.
As your trusted financial advisor, LWA Medical can help you plan to:
- Optimize your student loan replacement strategy
- Maximize employer benefits and ensure the best selections are made for your situation
- Navigate the purchase of a new home
- Prepare for the birth of a child and the growth of your new family
- Establish comprehensive asset protection and risk management strategies
- Set up basic estate planning
- Contract negotiation considerations
Stabilize, Strategize, Succeed
Like “the Golden Hour,” the earliest days of a medical professional’s career are among the most critical to long-term financial security.
Let us help you stabilize your finances and prepare for future growth. Our skilled advisors can provide advice regarding cash flow management, asset protection strategies, and much more.
We understand the truly complex, stressful, and often uncertain nature of your day job. We can provide you with confidence and assurance that your earnings are secure.
Developing a comprehensive financial plan, customized to your situation, is important to determine if your portfolio is invested in a way which is consistent with your plan. Too often, the focus is on the portfolio without a plan. That is tantamount to writing a prescription without first doing an assessment of your patient. We fundamentally believe your financial plan should drive your investment strategy and process.