At Creative Financial Planning, we take the time to understand each of our clients' unique stories and financial dreams, so we can create a custom financial plan that is tailored to them. The following case study is a story that has brought us—and continues to bring us—much joy.
Surgeon in the Healthcare Industry
This client came to us in 2018 looking to make a change. He enjoyed his work as a bypass surgeon, but the hours required with the practice left him stressed, overworked, and burned out. His dream was to start an independent practice of his own. He was, however, unsure how to navigate this change without sacrificing the lifestyle he and his husband had worked hard to build while also saving for retirement.
After learning of this client’s interests, goals, and unique story—from childhood to the present day—our mission was to craft a financial plan he would find realistic and comfortable implementing. The plan touched upon various topics, such as:
This client is currently operating his own surgical practice in Atlanta, Georgia and living in New Fairfield, Connecticut with his husband and dog.
The preceding story is for illustrative purposes only. Actual performance and results will vary. These do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted regarding your specific situation.