Joshua Henry started a financial advisory business (Meridian Financial Advisory) with the intention of helping Physicians and Medical Pros solve the financial puzzles in their lives and enable them to live the lives they desire and that they have earned with the great sacrifices they have made to become doctors. We made this our focus because we have found that even the smartest people in the room still make small consistent mistakes that over time become quite consequential and often deleterious. The best way to not get where you want to go is not to have a road map or a plan. We also found by so doing people are leaving money on the table and exposing themselves and their assets to more risk and liability than is necessary. Notwithstanding the high level of education that physicians and obviously have, oftentimes they are not confident when it comes to discussing topics such as investing, insurance, taxes, asset protection, asset location and retirement and estate planning and the coordination of all of these necessities. This is where we believe we can be of value and provide advice that gives direction and actually moves clients closer to obtaining their financial goals. It’s a team approach. We’ll work collaboratively with you to build a plan and life throws us curve balls or your preferences changes, we’ll make course corrections. I have some robust processes, knowledge and powerful software to provide this advice and thereby provide confidence and peace of mind that you might be looking for. If you think this is something you might be looking for, our managing principal, Joshua Henry, would love to get together with you for a virtual coffee where we can have a video chat and learn a little bit more about you and where you're at in your career to see if we can make your life any easier. Short of that, if you simply have any financial questions or about our business, shoot us a line at contact@meridianfinancialadvisory.com. or https://bit.ly/2QIq2KJ.