Specialized and Service Minded
While the physician community is highly educated and rigorously trained, how to best maximize the fruits of their labor is often not a focal point of their education. W Financial Partners serves this community by increasing its financial literacy through seminar-style events and partnering with physicians on their financial plan as an advisor.
Helping Physicians Build, Manage, and Protect Wealth
Financial Planning
We all have a general idea of what we would like our money to achieve for us. Turning these ideas into measurable, trackable, and achievable goals is a key starting point to financial success. Laying out an action plan and an ongoing monitoring system of that plan will increase probability that these goals are achieved.
Wealth Management
Taking into account your goals, risk tolerance, and investment horizon, there are ways to structure your investment portfolio that could help you accomplish your goals without weathering as many of the emotional “ups and downs” that come along with investing. There are also many different vehicles or financial tools that are used for investment management. It is important to understand how they differ from one another and how they may or may not be right for you.
Risk Management
Protecting against the risks that one cannot afford to have happen is an important step to creating a future that they do want to happen. Specifically for physicians, this category carries many more nuances than it does for a professional outside of healthcare. Understanding how these products are designed and where these risks lie are essential for physicians to appropriately and adequately protect themselves.