“I’m extremely busy and need a team to help me
make sense of my challenges and good fortunes.”
“I want a fiduciary to help bring together a comprehensive strategy to manage
my current liabilities and wealth creation opportunities. ”
Core Services
At Centerline Wealth Advisors, a large portion of our client base includes residents, attending, and retired physicians, so we have a very good understanding of the financial challenges that are particular to the medical field. Meaningful compensation doesn’t begin until the mid-30s, if not later, and it’s easily offset by the significant debt accrued since medical school. While income can rise to significant levels, the career window to earn enough for retirement is shorter than average, usually only 30 years.
Against this backdrop, we know medical professionals are especially short on time, and the opportunity to manage their financial situation effectively is often sacrificed. To solve this issue, we work closely with you, always in an objective fiduciary capacity, to build effective and robust financial plans, tailored to your specific personal circumstances. We use a proven process to develop a roadmap to help you and your family pursue a clear path to achieving your financial and life goals.
Our Core Services take you through the process of crafting a personal financial
plan to analyze all areas of your financial life.
You
Areas of Focus
In addition to the Core Services we offer all clients, our experience working with Physicians and Medical Professionals has helped us identify specific areas of focus. We work with you, hand in hand, in these areas with the goal of enhancing your personal and financial life.
-
Risk Management and Insurance Needs
Am I over- or under-insured?
-
Cash Flow and Budgeting
How much should I spend on a house and still fund my lifestyle?
-
Company Benefits Analysis
Which options should I choose?
-
Student Loans
What is my best strategy for loan repayment?
Case Study
Physician Couple with Complex Planning Needs
Connor and Brenda decided to work with us in their mid 30’s. They had completed medical school and fellowships but were swimming in student loan debt. They had no savings strategy, no emergency fund, and no estate plan. They had no idea where to begin to get their finances in order. They were both making considerable income but were unsure of the best way to create a strategy for their young family’s financial future.
Want To Hear More From Centerline?
Sign up to receive short, useful periodic guidance from our advisors—not some chatbot. Nothing salesy, just some great advice to help you on your path to financial success.