The Advisory Team Checklist for Locum Physicians.
Most locum physicians build their advisory team one professional at a time, and each one sees a single slice of the plan. This checklist helps you judge whether your wealth advisor, CPA, attorney, and insurance agents are working from one coordinated strategy.
Get the Checklist.
Enter your name and email. The download opens right away, and a copy goes to your inbox.
Built around the work of the Wealth Management Advisor in the Locum Independence network.
Eight Areas of Locum Advisory Coordination, Reviewed Item by Item.
Advisor alignment, communication, and fees
Financial planning coordination
Investment management
Retirement planning
Tax planning integration
Insurance and asset protection
Estate and legacy planning
Locum-specific and career transition planning
Also inside: an advisor red flag list, seven questions to ask your advisor, and an annual wealth planning review.