Financial Planning for Physicians
Physician-specific financial planning services
You already made it through medical school, which is proof enough that you've got the smarts and the grit. So, when it comes to managing your finances, we know you're more than capable. But, just as successful patient care often relies on teamwork, achieving financial well-being can also benefit from a collaborative approach.
At SLP Wealth, you’re getting physician-specific financial planning services, not salespeople. You're gaining access to fiduciary financial experts who know your unique pain points and opportunities as a physician. Can you retire early? Can you buy that dream home? Are you leaving money on the table by overlooking tax-saving strategies?
Stop wondering. Let’s explore what’s possible.
Book a call with our physician financial planning team today.
Hey there! I’m Sim Terwilliger, a CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Professional with SLP Wealth. A Philly native, I graduated from the University of Pennsylvania in 2013 with a B.A. in Modern Middle Eastern Studies and minors in Political Science, History, and Nutrition. I consider myself a lifelong learner and intellectually curious.
While working for my alma mater’s financial aid office after graduation, I was also planning my wedding. I spent more time in my spreadsheets figuring out the financial pieces of paying for my wedding as a young 20-something rather than the day’s logistics. Circumstances conspired, and I decided to go into financial planning.
I’m a passionate advocate for my clients in all stages of their financial life plans. Whether it is empowering you to take that sabbatical, helping you figure out how soon you can retire, or how much house you can afford, I’m with you every step of the way. These choices are personal, so your plan should be too.
Outside work, I enjoy spending time with my twin boys and husband, Paul, hiking, traveling, or cooking. My guilty pleasure is watching reality tv, and I am also an avid reader.
Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she spent a year teaching English in the Palestinian Territories and has worked closely with non-profits and service organizations all of her adult life.
Angie fell in love with personal finance while her family paid off $280,000+ of debt from graduate school. Her husband, a pediatrician, had gone to medical school on a partial scholarship. However, even with a modest amount of loans, by the time he finished residency, the loan balance had ballooned to a quarter of a million dollars. This, plus Angie’s graduate school debt, made them feel like they could not think about any other life goals — financial or otherwise — until the loans were paid.
In the process of figuring out how to pay the debt, Angie discovered the FIRE (Financial Independence Retire Early) movement, where she binged on financial podcasts and blogs and developed a financial strategy to pay off their debt. She felt empowered by what she learned and became passionate about equipping others with the same knowledge. She decided to change careers and become a fiduciary financial planner to help Gen X, Millennial and Gen Z clients with the unprecedented financial issues affecting these generations, like student loans.
Angie enjoys spending time with her husband and their five children in the Monterey Bay area of California, where they live. She swims with her local Masters swim team several times per week, just completed her first marathon, and is actively involved in her church. She also enjoys travel, backpacking, reading and giving back to the community.
Ben Lacomis is a Certified Student Loan Professional (CSLP®), consultant to Student Loan Planner since 2022, and financial planner at SLP Wealth since 2023. His niche specialty is working with physician-households to design student loan repayment and financial plans that align with their lives during career and family transitions. With a deep respect for the medical community and other impact careers like teaching, Ben found that student loan planning has been the best path to help people who help others! It’s his way of giving back.
When he isn’t working with someone to crush their student loan debt, Ben enjoys his time outdoors in Pittsburgh with his Australian shepherd Pippin and golden retriever, Piper.
Jared approaches financial planning from his background in mentoring and coaching. After time spent in the nonprofit world working alongside families experiencing homelessness and first-generation college students, Jared pursued financial planning to combine his passion of helping people identify, prioritize, and reach their goals with his passion for personal finance. With years of experience working with working professionals, business owners, and retirees, Jared aims to help clients align their finances with their values to live a fulfilling life. Navigating student loans with his wife, a pediatric resident physician, Jared immersed himself in the research and strategy of optimizing federal student loan management to help others incorporate efficient student loan planning into their financial life.
Jared lives in West Hartford, CT with his wife, Lauren, and black lab, Wrigley. When Jared and Lauren aren’t going on family walks in their neighborhood, trying a new international recipe, or soaking up live music, they pursue their wanderlust together, enjoying extended time in Ghana and Rwanda, among many other adventures elsewhere around the world.
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual w-2, k-1
- Single member LLC or sole proprietorship
- Amends for student loan strategies
- Married filing separately included!
One-time enrollment fee schedule:
Between April 15th and November 15th, clients may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.
*Individuals with more complex returns that include more than 1 rental property, more than 2 state filings, or additional factors may be subject to a higher fee and/or an additional $199/hr fee for filing. Visit https://slpwealth.com/tax-agreement/ for the complete list.
Testimonials
Abdulhadi
Physician“As a physician, I really appreciate incorporation of student loan planning and the knowledge around this; I like how familiar you all are with physician clients and the kinds of financial issues we deal with (high income but student loan debt, feeling a bit behind after years of training, PSLF, etc.)”
Michael
Physician“The extra mile everyone puts in to answering our question's and helping us with our financial journey. As a whole, everyone’s been a joy to work with.”
Lauren
Physician“Working with people who understand the complications of student loans + PSLF and the salary differences pediatric providers experience when compared to adult providers.”
Julie
Physician“I like being able to run things by someone I trust before making decisions.”
Vishaka
Physician“We can cover a variety of topics slowly over time. Great to have a trusted professional to ask about our own research or methods and bounce ideas.”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.
