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A Doctor's Financial Plan

Our original financial plan was written for us by a CFP (you can read about that here). Since we no longer have a CFP and it’s been a few years, I’m going to review and revise our family's financial plan. And since I believe strongly that individuals can and should understand their own finances, and since I actually enjoy the process of learning about this stuff, I am going to post my progress here.

 

Please remember that I am not a financial professional (you can read my complete disclaimer here), and you should do your own due diligence before making any decisions. I hope my plan is helpful to you, if only because it adds to your own education. I know my plan won't be perfect, but it will be good enough and it will be my own.