
You spent years becoming exceptional at what you do. But no one trains you for the financial complexity that comes with a career in medicine. High income. Significant student debt. Years of delayed wealth-building during residency and fellowship. A demanding schedule that leaves little time to stop and plan. The result? Many women physicians are earning more than ever — and still feel behind. That's exactly who Forward Financial Planning was built for. As a fee-only, fiduciary advisor with a background in healthcare administration — and a front-row seat to the physician life through a spouse in medicine — this practice speaks your language. No commissions. No product sales. No conflicts of interest. Just comprehensive, honest financial planning built around your life: cash flow strategy, tax planning, student loan payoff, investment management, retirement, and everything in between. You've taken care of your patients. Let's make sure someone is taking care of your financial future.
0.8% to 1.0% annually
$8,000 to $10,000 per year