The regrets of not having a physician-focused financial planner.

I wish I had a dedicated financial planner involved earlier in my career. I went with a default planner provided by employer’s 403b or 501K plan. They often didn’t understand the nuances of being a physician. And when changing jobs, this would be problematic as there would be a new plan and they were often not helpful rolling over old plans. Finally having a dedicated financial planner outside of my employer really helped to better make my money work for me.

Wendy M.

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