Financial Wellness for Doctors

We have extensive experience working with doctors and dentists, designing financial plans based on the specific needs of physicians. Elim Group is committed to serving this profession and has developed a specific set of educational and financial planning solutions designed to meet the unique needs of physicians and physician groups. Our Financial Wellness for Doctors programs starts with a formal, 3-step planning process that includes in-depth assessment, analysis, recommendations, implementation and on-going monitoring. To augment this personal planning process, Elim Group offers educational seminars covering tax and financial planning topics of interest to doctors.


3-Step Planning Process

Put together a game plan: The program starts with understanding your current situation, goals and objectives and putting together a clear course of action to meet your objectives. Your plan will focus on the following elements:

· Tax minimization analysis

· Insurance gap analysis

· Investment portfolio review

· Estate tax analysis

· Personal/Business asset structuring

· Cash flow analysis

· Life goals planning (retirement, college, philanthropy)

Execute the plan: Taking action is the key. Just having a plan in not enough—you need to take act on it. To help get you started, we provide specific, prioritized recommendations that are clear and actionable—setting you on a path to achieving your goals. We don’t just hand over a document, but take the time to explain our recommendations, and discuss alternatives options so that you feel confident in your decisions. 

Stay on track: With all that life can throw at you, sticking to a plan can be a challenge. That is why we establish a formal plan review process to help you stay on track. In addition to your monthly and quarterly account statements, we schedule two meetings per year to: do an extensive review of your progress against goals, discuss any changes in your life or business, and make revisions to your plan as appropriate.


Educational Programs for Doctors

The world of personal finance is constantly changing, and we strive to keep our clients informed and up-to-date on the latest issues. Based on years working with physicians and physician groups, we developed specific educational content for doctors to help navigate the specific challenges they face. Our Financial Wellness for Doctors seminars—led by Elim Group founder Jason Fu—are highly interactive and informative, bringing together Elim clients to discuss similar issues and share ideas and strategies.

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