3 Reasons Every Pediatrician Should Hire a Financial Planner

Caring for Patients vs. Planning for Your Future

You entered medicine to help children thrive — not to master tax codes, balance sheets, or student loan servicer phone trees. Yet your financial health plays a huge role in how confidently you can practice, provide for your family, and pursue the life you envision.

As a pediatrician, your career is both rewarding and demanding. You work long hours, carry significant student loan debt, and face compensation structures that can be anything but simple. It’s no wonder financial planning often feels overwhelming.

That’s where a financial planner comes in — not just to manage investments, but to create peace of mind. A trusted planner helps you make confident money decisions so you can stay focused on what you do best: caring for kids and leading your family well.

Here are three reasons why working with a financial planner can make a meaningful difference in your life and career…

1. Student Loan Repayment Strategies for Pediatricians

Most pediatricians graduate training with six-figure student loans — yet their compensation often lags behind other specialties. That reality makes your repayment strategy even more critical.

Should you pursue Public Service Loan Forgiveness (PSLF)? Stick with an income-driven repayment (IDR) plan? Or refinance for a lower rate? These aren’t just financial choices — they shape your long-term stability and flexibility.

A financial planner can help you:

  • Evaluate PSLF vs. refinancing based on your career path

  • Avoid costly mistakes that delay forgiveness

  • Balance loan repayment with other goals like retirement or home buying

2. Managing W-2 and 1099 Income as a Pediatrician

Even if your primary job is as a W-2 employee, many pediatricians supplement income with 1099 work — moonlighting, consulting, or side practices. While rewarding, this added income creates new complexities in tax planning and retirement savings.

Key questions include:

  • What expenses are tax-deductible?

  • Should you open a Solo 401(k) or SEP IRA?

  • How does 1099 income fit with your hospital benefits?

  • How do you prepare for quarterly tax payments?

A financial planner helps you minimize taxes, maximize retirement savings, and design a strategy that adapts as your income evolves.

3. Financial Planning for Pediatricians with Busy Lives

Your financial goals may include:

  • Buying your forever home

  • Saving for your children’s education

  • Reducing clinical hours in the future

  • Building a flexible retirement plan

But between patient care, night shifts, and family responsibilities, financial planning often gets pushed aside. Without a plan, those goals stay stuck in the “someday” category — which adds stress instead of reducing it.

A financial planner helps you:

  • Prioritize and structure goals

  • Create a step-by-step financial roadmap

  • Stay accountable so you see real progress

Every day, you care for children and families with dedication and expertise. But your own financial wellbeing deserves the same level of care.

Working with a financial planner isn’t just about investment returns. It’s about:

  • Reducing financial stress

  • Gaining clarity in decision-making

  • Having a trusted partner to guide you through your career and beyond

👉 I specialize in helping pediatricians build financial plans that align with their values, families, and long-term goals. 📅 Schedule a free consultation


📄 Or download my free guide: What a Good Financial Plan Looks Like for a Pediatrician with Young Kids