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203: Do You Even Need a Financial Planner? With Sim Terwilliger of SLP Wealth

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Manage episode 405084783 series 2796787
Content provided by Bonnie Koo, MD, Bonnie Koo, and MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Koo, MD, Bonnie Koo, and MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Sim Terwilliger is a Certified Financial Planner and Certified Student Loan Professional with SLP Wealth. She is a passionate advocate for her clients in all stages of their financial life plans. Whether you want to take a sabbatical, figure out when you can retire, or you want to know how much house you can afford, Sim believes these choices are personal, and your financial plan should be too.

Discover why, especially as a physician, you need a financial planner on your side. She is discussing how SLP Wealth does things a little differently. We’re simplifying the common jargon you encounter in the financial planning space, and you’ll learn how to make sure your financial planner is working in your best interest and toward your specific goals.

Get full show notes and more information here: https://wealthymommd.com/203

  continue reading

217 episodes

Artwork
iconShare
 
Manage episode 405084783 series 2796787
Content provided by Bonnie Koo, MD, Bonnie Koo, and MD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bonnie Koo, MD, Bonnie Koo, and MD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Sim Terwilliger is a Certified Financial Planner and Certified Student Loan Professional with SLP Wealth. She is a passionate advocate for her clients in all stages of their financial life plans. Whether you want to take a sabbatical, figure out when you can retire, or you want to know how much house you can afford, Sim believes these choices are personal, and your financial plan should be too.

Discover why, especially as a physician, you need a financial planner on your side. She is discussing how SLP Wealth does things a little differently. We’re simplifying the common jargon you encounter in the financial planning space, and you’ll learn how to make sure your financial planner is working in your best interest and toward your specific goals.

Get full show notes and more information here: https://wealthymommd.com/203

  continue reading

217 episodes

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