Your Career is Complex—Your Finances Don’t Have to Be
Your Career is Complex—Your Finances Don’t Have to Be
Your Career is Complex—Your Finances Don’t Have to Be
Your Career is Complex—Your Finances Don’t Have to Be
Your Career is Complex—Your Finances Don’t Have to Be
Your Career is Complex—Your Finances Don’t Have to Be
From Residency
to Retirement
A free step-by-step guide to managing debt, building wealth, and planning for your future—designed specifically for physicians and medical professionals.
Comprehensive Financial Planning for Doctors, Physicians, & Medical Professionals
Your Planning Partner, LLC offers comprehensive financial planning for doctors, physicians, and other high-achieving professionals – meeting you at step one and guiding you toward a confident, secure financial future. Whether you’re just starting your medical career, navigating mid-career complexities, or preparing for retirement, our holistic approach ensures every part of your financial life is aligned with your personal and professional goals.
Comprehensive Financial Planning for Doctors, Physicians, & Medical Professionals
Your Planning Partner, LLC offers comprehensive financial planning for doctors, physicians, and other high-achieving professionals – meeting you at step one and guiding you toward a confident, secure financial future. Whether you’re just starting your medical career, navigating mid-career complexities, or preparing for retirement, our holistic approach ensures every part of your financial life is aligned with your personal and professional goals.
Built For Doctors, Designed By Experience
Carol Dixon, CFP® and founder of Your Planning Partner, LLC, discovered her passion for financial planning for physicians when her sister began her residency in the Emergency Department. Through this personal connection, Carol gained firsthand insight into the unique financial challenges medical professionals face—from managing student debt and unpredictable schedules to planning for family life and retirement. Today, she uses that experience to design tax-efficient, personalized financial plans that evolve with every stage of a doctor’s career. Whether it’s navigating residency, buying a first home, or building long-term wealth, Carol empowers physicians to make confident financial decisions with clarity and peace of mind.
Comprehensive Financial Planning for Doctors, Physicians, & Medical Professionals
Your Planning Partner, LLC offers comprehensive financial planning for doctors, physicians, and other high-achieving professionals – meeting you at step one and guiding you toward a confident, secure financial future. Whether you’re just starting your medical career, navigating mid-career complexities, or preparing for retirement, our holistic approach ensures every part of your financial life is aligned with your personal and professional goals.
Built From Experience,
Designed For Doctors
Carol Dixon, CFP® and founder of Your Planning Partner, LLC, discovered her passion for financial planning for physicians when her sister began her residency in the Emergency Department. Through this personal connection, Carol gained firsthand insight into the unique financial challenges medical professionals face—from managing student debt and unpredictable schedules to planning for family life and retirement. Today, she uses that experience to design tax-efficient, personalized financial plans that evolve with every stage of a doctor’s career. Whether it’s navigating residency, buying a first home, or building long-term wealth, Carol empowers physicians to make confident financial decisions with clarity and peace of mind.
Confident Money Decisions for
Every Stage of Your Medical Career
- What We Do: Provide personalized strategies to manage student loan debt while navigating the limited income of residency or fellowship.
- Why It Matters: Get started on your financial journey with confidence and clarity – right from the beginning.
Managing Student Loans & Residency Challenges
- What We Do: Whether you’re moonlighting, joining a hospital system, or building your own practice, we optimize cash flow, investments, and tax strategy.
- Why It Matters: Simplified, physician-focused financial planning for doctors helps you grow your wealth while staying focused on patient care.
Growing Income & Practice Ownership
- What We Do: We evaluate your insurance needs—including disability, life, and malpractice coverage—and build a long-term plan for retirement and legacy that aligns with your values and goals.
- Why It Matters: Safeguard your income, protect your loved ones, and ensure the future you’ve worked hard for is financially secure.
Protecting Your Future
- What We Do: Whether you’re relocating, graduating from fellowship, buying a home, or starting a family, we offer adaptable financial planning that evolves with every stage of your personal and professional life.
- Why It Matters: Your career and life will change—your financial plan should grow with you, offering stability and peace of mind through every transition.
Planning for Life’s Transitions
Confident Money Decisions For Every Stage of Your Medical Career
- What We Do: Provide personalized strategies to manage student loan debt while navigating the limited income of residency or fellowship.
- Why It Matters: Get started on your financial journey with confidence and clarity – right from the beginning.
Managing Student Loans &
Residency Challenges
- What We Do: Whether you’re moonlighting, joining a hospital system, or building your own practice, we optimize cash flow, investments, and tax strategy.
- Why It Matters: Simplified, physician-focused financial planning for doctors helps you grow your wealth while staying focused on patient care.
Growing Income & Practice Ownership
- What We Do: We evaluate your insurance needs—including disability, life, and malpractice coverage—and build a long-term plan for retirement and legacy that aligns with your values and goals.
- Why It Matters: Safeguard your income, protect your loved ones, and ensure the future you’ve worked hard for is financially secure.
Protecting Your Future
- What We Do: Whether you’re relocating, graduating from fellowship, buying a home, or starting a family, we offer adaptable financial planning that evolves with every stage of your personal and professional life.
- Why It Matters: Your career and life will change—your financial plan should grow with you, offering stability and peace of mind through every transition.
Planning for Life’s Transitions
From Residency
to Retirement
A free step-by-step guide to managing debt, building wealth, and planning for your future—designed specifically for physicians and medical professionals.
Proudly Serving Clients Nationwide,
With Deep Roots In...
Haddonfield, New Jersey
From our headquarters in Haddonfield, we provide financial planning for doctors in New Jersey that’s tailored to your career, lifestyle, and goals. Whether you're managing student loan repayment, optimizing practice income, moonlighting, or preparing for retirement, our fiduciary-based approach supports physicians and medical professionals across the Garden State with expert, personalized guidance.
Palm Beach, Florida
From our base in Palm Beach, we provide expert financial planning for doctors in Florida – tailoring strategies to fit the state’s unique tax benefits, lifestyle goals, and professional opportunities. Whether you're running a private practice in Miami, transitioning into retirement in Tampa, or just starting out in Orlando, we offer personalized, fiduciary-based planning that helps physicians throughout Florida build, protect, and grow their wealth with confidence.
New York, New York
In the heart of one of the world’s fastest-paced cities and beyond, we provide expert financial planning for doctors in New York, from Manhattan to upstate. Whether you're managing a complex benefits package in NYC or planning for retirement in the Hudson Valley, our personalized strategies help physicians across the state simplify financial decisions, build long-term wealth, and stay focused on what matters most.
Philadelphia, Pennsylvania
We offer trusted financial planning for doctors in Pennsylvania, serving physicians from Philadelphia to the suburbs and beyond. With a deep understanding of the healthcare landscape and physician-specific challenges, we help you build a financial plan that supports both your career and your life outside the clinic.