Use this year to get your financial house in order. Here’s how.
The ultimate goal for each of us is to grow in ways that enhance and better our lives.
Surprisingly, the goals you set to improve your financial life aren’t much different, metaphorically speaking. If you focus on trimming the fat, organizing your important financial and estate planning documents, and make a point to exercise better financial habits, you can feel confident you’ll end 2021 in a better place than where you started.
Check out these five tips for physicians to find personal finance success in 2021.
Julianne F. Andrews, MBA, CFP, AIF is a principal and co-founder of Atlanta Financial Associates. She specializes in working with physicians and executives in the healthcare industry. Her passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Julie has been featured on Forbes’ list of America’s Top Women Wealth Advisors since 2017 as well as Forbes’ Best-in-State Wealth Advisors since 2018. Julie can be reached at jandrews@atlantafinancial.com.