Five financial habits of highly successful doctors

Financial planning doctorsMany mid-career doctors and medical specialists Wealth Dimensions works with are focused on intentionally building wealth. While they are 10 to 15 years way from retirement, they are keenly aware that making smart financial decisions over the course of their career will not only lead to long-term financial security but enable them to achieve what matters most – even when they are no longer generating a healthy income from their medical practice.

So what makes highly successful doctors such good financial decision makers? In our experience, it comes down to these five habits:

As you think about your life today as well as your vision for the future, consider practicing these five habits of highly successful doctors to help you achieve ongoing success and what truly matters most to you.


For informational purposes only. Not intended as investment advice or a recommendation of any particular security or strategy. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about Wealth Dimensions, including our Form ADV Part 2A Brochure, please visit our website at or contact us at 513-554-6000.