WHAT HAPPENS DURING FINANCIAL GRAND ROUNDS?
Most physicians have good financial pieces in place.
A CPA preparing tax returns.
An advisor managing investments.
Retirement accounts accumulated over years of practice.
Insurance policies purchased at different stages of life.
Estate documents created years ago.
The challenge is that very few physicians have someone reviewing the entire picture to determine whether those pieces are actually working together.
Every physician understands the value of a second opinion.
Financial Grand Rounds for Physicians™ applies that same thinking to your financial life.
We review the entire case:
✓ Tax returns
✓ Retirement accounts
✓ Investment strategy
✓ Insurance coverage
✓ Estate planning documents
✓ Practice structure and retirement plans
✓ Existing advisors and recommendations
Then we identify:
✓ Risks that may have been overlooked
✓ Gaps between advisors
✓ Opportunities to reduce lifetime taxes
✓ Potential blind spots that could impact retirement flexibility
✓ Areas where your current strategy may not align with your long-term goals
The result is a customized written Financial Treatment Plan outlining what deserves attention, what is already working well, and what steps may help improve your financial health moving forward.
The Financial Grand Rounds Process
1. Strategic Fit Assessment
15-minute introductory triage call
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2. Financial Grand Rounds Review
Comprehensive evaluation of your financial life
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3. Financial Treatment Plan
Written findings, recommendations, and next steps
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4. Ongoing Implementation & Monitoring
Helping you coordinate the moving pieces over time
