Student Loans

• Do you have the most advantageous payment plan?
• Have you considered consolidating or refinancing your loans?
• Which track should you be on: fast & furious or slow & steady?

Financial Position

• Have you mapped out a career path as an employee or business owner?
• Have you started savings for emergencies and for buying a home?
• If you are an employee, are you taking advantage of your employee benefits?
• Have you analyzed your options financially in starting a practice?

Risk Management

• Do you have adequate insurance?
• Would you like someone who doesn't sell insurance to give you unbiased advice on how much you need?

Retirement Planning

• Do you know how much you should be saving?
• Do you know what types of accounts you should have to maximize tax savings and efficiency?