Are you a H.E.N.R.Y. Healthcare Professional? ️
(High Earner, Not Rich Yet)
If you've completed your training within the last decade, its likely you're a HENRY, a high earner who is motivated to build out their personal financial roadmap to achieve long term financial goals most efficiently.
As a healthcare professional you encounter a special set of circumstances when it comes to building your net worth and saving for your future.
- Managing large student loans
- Understanding insurance needs
- Renting versus buying a home
- Evaluating employer benefits
- Managing tax brackets as income changes
How do I know if I am a good fit?
We deliver the greatest value when we focus on comprehensive planning that requires our expertise.
Our typical healthcare clients are:
|2-10 years working experience with an income over $250,000.||Focused on minimizing current & future Tax Bill|
|Goal oriented and motivated to plan for their future||Ready to align investments with their goals, investment time horizon, and stage of life|
|Diligent Savers that can save $1,000+ month|
You have a lot going on. You want to offset the responsibility of solely managing your financial picture so you can focus on what you do best.
You value your time and understand that having a professional helping hand will not only help your financial trajectory but will improve your current quality of life.
28, Single, Resident, New York, Household Income $100k.
"As I start my financial journey, I want to make sure I have a roadmap ahead of me, always keeping me on the right track in my financial world. Just like in my career, I want to make sure I’m at the top of my game (& that of my peers!)"
36 & 35, Married, Physicians, San Francisco, Household Income $500k.
"As my spouse and I have spoken more and more lately about our lifetime goals, we realized we have enough on our plate. We want professional guidance from a trusted source because we don’t want to spend our day analyzing our investments, our taxes or our cash flow. Not our thing!"
40 & 41, Married, Teacher & Surgeon, New York, Household Income $400k.
"2 Careers, 2 kids, a mortgage, vacation plans…yup, we have a lot going on! We want to grow with a financial firm that will allow us to spend our days doing what we love best and spending time with our families."
Where to start?
Our process begins with a 15-Minute Fit Call.
Certified Financial Planner™, Speaker, Author,
Accredited Investment Fiduciary
Developed by our third-generation planner Gideon Drucker, our H.E.N.R.Y. Syndrome® services are designed to help young, prospering professionals find their financial footing. Combining decades of old-school experience with today’s top technology, we’re more than ready to help you build a solid financial future.