Physicians
Planning for physicians, one discipline at a time.
Emergency, family and internal medicine are three different careers on three different paths. We plan for each one on its own terms.
The only financial planning company partnered with Freeman Health
Partner to family medicine residents at Capital Region Medical Center, Jefferson City
For you
This is for you if
- You are a resident in emergency, family or internal medicine.
- You are in practice and want a plan that fits your schedule and your income.
- You are weighing an employment agreement or a move.
How we help
How we help physicians.
Residents
Planning for the residency years and the move into practice.
In practice
Retirement planning, insurance and benefits, coordinated with your CPA.
Contracts
We read your employment agreement with you, at no cost for our clients.
Partners
Programs and hospitals we work with.
Hospitals and residency
- Freeman Health System Graduate Medical EducationJoplin, Missouri
- Capital Region Medical CenterJefferson City, family medicine residents
Three disciplines
Each discipline has its own path.
Emergency Medicine
Shift-based schedules and variable income shape how an emergency physician plans.
Shift-based schedules and variable income are common in emergency medicine, so we plan around the income you actually earn.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Yes. We plan for the residency years and for the move into practice.
Schedule a consultation. We start with your goals, your work and your questions.
Family Medicine
From residency through practice. Capital Region Medical Center in Jefferson City is our partner for family medicine residents.
Yes. Capital Region Medical Center in Jefferson City is our partner for its family medicine residents.
Yes. Family physicians in practice plan with us for retirement, insurance and benefits.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Schedule a consultation. We start with your goals, your work and your questions.
Internal Medicine
Internal medicine is its own, more specific specialty, with its own paths from residency through practice.
They are separate disciplines with separate paths. We plan for internal medicine on its own terms and never treat the two as one.
Yes. We plan for the residency years and for the move into practice.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Schedule a consultation. We start with your goals, your work and your questions.
Our process
Five steps, one conversation at a time.
- 01
Strategy call
We learn your goals, your compensation and your challenges.
- 02
Financial health check
Cash flow, debt, benefits and investments, on one page.
- 03
Personalized plan
Clear actions that fit your goals.
- 04
Implementation
We do the heavy lifting with you.
- 05
Ongoing check-ins
Regular conversations as your life and career change.
Our team
Who you will work with.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch