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 Your Financial Well-being is Our Top Priority

Custom Financial Planning & Investment Management Services for Healthcare Heroes

At Storybook Financial, we understand the unique financial challenges that medical professionals face. That’s why we offer a range of tailored financial services, from holistic financial planning to strategic investment management, designed to help you create the financial stability you need to focus on what matters most - your patients, your family, and your well-being.

Our Services Include:

1. Comprehensive Financial Planning

As a medical professional and an accredited investor, your financial landscape is uniquely complex. We guide you through a comprehensive financial plan that addresses your specific needs and aspirations, taking into account the unique financial challenges and opportunities that arise from your profession and investor status. Our services include:

  • Cash Flow Analysis & Budgeting: We'll analyze your income and expenses, helping you balance a healthy lifestyle today with your financial goals for tomorrow.
  • Debt Management, including Specialized Student Loan Advice: We understand the burden of medical school debt. We'll provide personalized advice to effectively manage and reduce your student loan obligations.
  • Retirement Planning: We'll help you balance between saving for a comfortable retirement and enjoying the fruits of your hard work today.
  • Education Savings: Whether you're saving for your children's college education or planning further professional development, we'll create a strategy that ensures the funds are there when you need them.
  • Estate Planning: We'll help you create a legacy that aligns with your values and goals.
  • Insurance Analysis: We’ll review your existing insurance policies and provide guidance on what coverage is necessary considering your specific circumstances.
  • Employee Benefits Optimization: We'll guide you in maximizing the benefits available to you as a medical professional.

2. Personalized Investment Management

We align your investments with your risk tolerance and financial goals. As part of our services, we also offer exclusive investment opportunities to our accredited investor clients, providing access to alternative investments and private market & real estate deals typically unavailable to retail investors. We aim to demystify the complex world of investing, empowering you to make decisions with confidence and clarity.

3. Life Planning

Life planning is our unique approach to understanding your dreams, fears, and aspirations. We weave these into your financial plan, helping you work towards a life that’s not only financially secure but also deeply fulfilling.

4. Estate Planning

As a medical professional, you have specific estate planning needs. We'll help you analyze your potential exposure to estate taxes, align your estate planning with your overall financial goals, and connect you with trusted legal professionals for detailed planning and documentation.

5. Risk Management

Your profession comes with specific risks. We'll help you analyze and manage potential threats to your financial security, including malpractice liability, and offer advice on appropriate insurance coverage.

6. Employee Benefits Optimization

Medical employers generally offer robust access to a variety of employment benefits. We'll guide you in understanding and maximizing these benefits to further your financial goals.

7. Home Purchase Consultation

We understand that buying a home is not just a financial decision, but a personal one. We'll help you determine how much home you can comfortably afford, ensuring it aligns with your long-term financial plan and lifestyle preferences.

How We Work

  1. Discover: In a complimentary 15-minute discovery call, we explore if our services align with your needs, making sure we're the perfect fit for your unique situation.

  2. Envision: Through our unique EVOKE® process, we delve deeper into understanding your life goals, dreams, and financial aspirations. This process lays the foundation for a financial plan that's about more than just money—it's about your entire life.

  3. Plan: With your dreams and goals as our guide, we create a comprehensive financial plan, custom-tailored to help you turn your dreams into reality.

  4. Implement & Monitor: Life is dynamic, and your financial plan should be too. We continuously monitor your financial situation and adapt your plan as needed, ensuring it remains aligned with your evolving life and goals.

  5. Technology-Driven: To keep you engaged and informed, we provide exclusive access to state-of-the-art financial planning software. This tool provides an interactive and visual representation of your financial plan, helping you stay on track.

Interested in learning more? Dive into the details of our process.

Our Planning Process