Physician Advising Quote #105

“The process of choosing a financial adviser. In many respects, the process is similar to choosing your physician. There are no rigid guidelines, the personality fit can be key, expectations need to be realistic, you should avoid the bad apples, and by the time you know enough to choose properly, you may not need one at all.”
Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.