TriageMD Foundations
Understand the power of financial choice as you begin your career as a physician.
Financial planning for early-career physicians. An introduction to the best practices and strategies that will optimize your opportunity for lifetime financial success.
It's truly excited when a new physician is motivated to nail their financial planning. The potential is just awesome. To make sure you have that opportunity, we created TriageMD Foundations.
It's the best financial start you can get.
Why TriageMD Foundations is right for you.
Get a full-spectrum plan
Swap guesswork for a comprehensive plan. Many new physicians take a scattered approach with their finances. We'll make sure your plan defines and manages the many aspects of your financial life.
Move forward with confidence & intention
Make confident financial decisions with the help of robust analysis. Employ proven strategies, stay on track, and continually move in the direction of walkaway wealth.
Work with a credentialed fee-only advisor
We’re compensated only by fees, never by commissions. We’re objective, and as a fiduciary, required to work in your best interest. All of our advisers have earned the Certified Financial PlannerTM designation.
Focus on the long game
Financial success is a marathon, not a sprint. Your TriageMD Foundations plan is the first step toward a lifetime of growing financial security and confidence about your family's future.
Enjoy full ongoing support
Every early-career physician has multiple financial choices to make. Each one is deeply impactful. As one of our clients, you will access to our advisors by phone or email. We have your back.
Delivering cross-disciplinary expertise
Some elements of advanced financial planning require a team of professionals. TriageMD advisors collaborate actively with your attorney, CPA, and other financial professionals.
Optional fully-guided implementation
Your Foundations plan is complete and understandable, and you own it. All recommendations are designed to be clear and actionable. You also have the choice to partner with us to help you implement your plan with confidence. Your advisor and our experienced team will be with you every step of the way, making sure you have the guidance & support you need start to finish.
What's Included
Comprehensive written plan with custom analyses and recommendations
Your written plan will contain a deep analysis of your financial life. This will include a summary of your strengths, opportunities, and possible dangers to be aware of and plan for. You will be given specific recommendations and next steps.
With you every step of the way
If you choose an ongoing advisory relationship, our entire team will be there to assist you each step of the way when it comes to implementing your plan, from paperwork to making big decisions. This is about more than offering support. This is about building a relationship.
Detailed & strategic reporting
Every year, you will receive your Financial Progress Report, followed by your Annual Stategy Session, in person or by video conference, at which we will revisits your goals, assess your progress, and identify key Next Steps needed to keep you on track and optimize yout financial outcomes.
A dedicated advisor with full team support
While you'll work with one primary advisor, they have access to our full team, meaning you are plugged into the expertise of each advisor's individual specialties.
Easy-access online planning portal
Your portfolio, planning projections, and task list will be accessible through your online portal. Your important documents will be stored in a secure online vault.
Book your obligation-free call
Your greatest lever for increasing your wealth right now is time. That's why taking action when you start your career matters so much.
Decisions made now, or decisions not made, will compound in the years to come, often dramatically.
To help make that first decision as easy as possible, we invite you to book your obligation-free call with one of our advisors today.
Here's what will happen on your call:
- We'll listen, so we can understand your situation. We'll explore what's important to you and dive into your immediate financial concerns.
- We'll share our financial decision-making framework, which is especially helpful for the bottleneck of decisions most new physicians experience.
- We'll outline our advisory program and how we work with young physicians. At the end of the call, you'll have a good idea about what it's like to work with us and if we are a fit for you.
Then you can decide if you are ready to take the next step and hire us to create your plan.
If you are ready to take that first step and book a call to say hello and get to know us a little bit, click on the button. No obligation, no pressure.
