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Financial Planning Routine for Surgeons

A high-stakes weekly administrative and financial review designed to protect your wealth, manage high-income liabilities, and ensure occupational stress isn't compromising your physical health.

45 min routine9 steps
1

Review and allocate all RVU bonuses, private practice disbursements, or excess income directly into your primary investment accounts.

Repeats: weekly
2

Audit your malpractice insurance coverage and verify that asset protection trusts and documents are up to date via your Notes Checklist.

Repeats: weekly
3

Calculate your weekly burn rate to prevent lifestyle creep, ensuring stress isn't driving poor financial or health choices (check Body tab macros & micros).

Repeats: weekly

+6 more steps inside

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