We Focus on Serving Physicians in The Triangle, Piedmont, & Coastal Regions

You wouldn’t diagnose a patient without getting a full medical history and running labs. Why would you diagnose your financial situation and make life altering financial decisions without taking the same level of care?

If your doctor demanded you commit to allowing only them to treat you before they gave you the diagnosis, would you be comfortable?

Unfortunately, both of those situations are very common with doctors and in the financial planning industry.

Whether it’s your retirement portfolio or a stubborn infection, you need to approach the situation exactly as you were trained: diagnose before you treat. And, it would be unethical to only provide a diagnosis with strings attached to pay for the treatment afterwards.

I started my adult life in the medical industry as a mental health counselor and respiratory therapist. I’ve even had my respiratory research published.

Over 24 years ago, I found investing and financial planning intriguing and decided to change course. But the approach that I’ve always taken can be traced back to what I learned in the medical field: diagnose before you treat.

I’ve never given up my love for the medical field. I specialize in helping D.O.s and M.D.s because I know their compensation model, financial issues, and enjoy working with them. I even train new doctors in financial planning before they don their white coat!

Whether you’ve never engaged a financial planner or you’re looking for a second opinion from someone who is a transparent fiduciary, I would love to connect and have a conversation. 

Join our Linkedin group Triangle Physicians Connect and share your thoughts with your physician community.

Financial Podcast

Failure to Execute Habits of Wealth

Explore the 9 critical mistakes Doctors make that can be hazardous to your financial security

Our Books

The Myth of the Rich Doctor

Get a free copy of the book, “The Myth of the Rich Doctor” and start reading by filling out the form below. When Dr. Rackner asked my opinion of the book I loved it so much I asked her if I could write the forward and she enthusiastically agreed.

9 Money Mistakes Doctors Make

” My friend, physician and former surgeon Dr. Vicki Rackner, M.D., spells out nine critical mistakes physicians overlook during their careers that can have a devastating impact on their financial lives. Written to get your attention and take action, she provides key points to implement in your life right now.”

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