Finding Your Financial First Assist

Welcome to the Doctor’s Eyes Only podcast and in this episode Vestia Partner and CEO Lauren Oschman is joined by her business partner and Vestia President and COO Brad Quick. Lauren and Brad  discuss the topic of how doctors can find and engage a financial advisor, with expertise from Lauren who gives some awesome tips to help doctors ask the best questions to find the best fit for their financial future. Lauren and Brad discuss the comprehensive services a financial advisor should offer, beyond just investment management. They emphasize the importance of finding an advisor who understands a client's goals, values, and aspirations, while acting as a family CFO for all financial matters. As Lauren discusses it is important to qualify a financial advisor, including their experience working with doctors, credentials (such as CFP or ChFC), independence from product affiliations, and transparency in their fee structure. Both Brad and Lauren stress the importance of finding an advisor who specializes in serving physicians and understands the nuances of their financial lives.

Thank you for tuning in to the Doctor’s Eyes Only Podcast. Be sure to follow and subscribe where ever you find your favorite podcasts. As always, the information in this podcast is a general over head view, and we suggest meeting with your financial advisor and your accountant before making investment or tax decisions based on your specific situation. If you do not have an advisor or would like a second opinion, you can reach out to us at myteam@vestia.com, and an advisor will be in touch soon! 

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