SOLUTIONS FOR

HEALTH PROFESSIONALS

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INVENTION:

GOING PRO

The time has come.

Your residency is wrapping up and you are ready to move on to the next phase of life - your own practice, patients, and an opportunity to make a meaningful difference each day. You are Going Pro!

So what’s next? Now is the time to get yourself properly set up to minimize taxes, ensure you are properly covered and implement a strategy to being reducing your debt while still enjoying your life.

GOING PRO BRINGS TOGETHER YOUR ACCOUNTANT, LAWYER AND FINANCIAL ADVISOR UNDER A STREAMLINED PROCESS THat DELIVERS

This invention has allowed us to help protect new doctors while enabling them to reach their next financial level faster and easier.


OUR TEAM ASKED : 

How can we ensure our soon-to-be-doctor clients aren’t taken advantage of and come out ahead over the long term?

OUR TEAM REALIZED :

Everyone wants to work with doctors - they make great clients. However, a new doctor is busy and life can be a whirlwind. The challenge is that too often a new doctor has to bounce around from financial advising support to legal support to their accountant. This causes confusion and mistakes. It eats up valuable time and doesn’t give those three professions a chance to work collaboratively to protect their shared client.

OUR INVENTION NEEDED TO: 

• Ensure new doctors are properly and cost effectively incorporated with name approval and legal contracts in place

• Help new doctors clearly outline their goals and timelines

• Handhold new doctors through their first year of tax returns and booking

• Helpfully review family trust or holding company options

• Simplify deductible expenses

• Provide an investment plan rooted in your goals and vision

• Protect new doctor clients from over-investing in insurance options

 
 

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INVENTION:

The One Number Solution

Black Star Wealth created its trademark One Number Solution tool to give our clients a single number that is unique to them and their financial goals - ONE NUMBER - to focus on each day and week.

A PRESCRIPTION FOR GREATER FINANCIAL PEACE OF MIND

The One Number Solution for Doctors is tailored to the one of a kind needs a new doctor can face. It factors in all your static personal expenses (car payments, mortgages, subscriptions etc.) and things like savings for the future, long-term life goals, vacations, insurance needs, investments and more to establish exactly what you can afford to spend.

It also accounts for the static and long-term strategic expenses and costs for your practice. Insurance and legal obligations, taxation minimization and a variety of other strategies that deliver your next financial level faster and easier.


OUR TEAM ASKED

How can we give new doctors financial peace of mind?

OUR TEAM REALIZED

Doctors are perhaps our busiest clients. They have a personal and professional relationship with money and not enough time or energy to figure things out themselves.

OUR INVENTION NEEDED TO

  • Take the stress and anxiety out of money

  • Ensure adequate taxation minimization at all times

  • Be proactive and reduce the complexity around savings, bills and emotional spending

  • Give new doctors and their families a positive common language around spending

  • Accelerate a new doctors ability to reach their next financial level

  • Take into account each new doctors unique financial reality

  • Protect the new doctor from the unforseen