The Confident Transition Plan© for EMRA members

In 2007 Integrated WealthCare developed The Confident Transition Plan©, a proprietary financial planning system designed to provide clarity and confidence to the financial transition between residency and practice.

Most often starting around the close of Scientific Assembly, many graduating residents and fellows develop a sense of panic surrounding the inevitable financial decisions that need to be made as part of the transition in to practice.

What type of practice are you going to join? Will you be an employee or self-employed? How do you minimize income taxes, establish savings, buy a new home and enroll in retirement plans? How do you establish a budget and develop a portfolio? How do you finally come to grips with your student loans?

The Confident Transition Plan© was designed to provide a simple, logical way to articulate objectives, evaluate opportunities and minimize risk. We customize every plan to you, your objectives, your opportunities and your risks.

To coordinate a no-obligation phone interview, please click here.