Budnick Capital LLC

budnick capital llc, a firm dedicated to financial planning for physicians, dentists and high net-worth individuals. your financial planning process will be a collaborative one, every step along the way. we will become partners in a long-term relationship focused on the mutual pursuit of your life goals. we will continue to revisit these steps on an ongoing basis. your life circumstances will change and your financial plans will need to be fine-tuned as they do. the steps we will take when we create your financial plan, and again when it is time to review and update it, are the same: assess your current financial situation o review documents o gather data develop your financial goals o clearly define the challenges you want to solve o frame your personal definition of success o assess your risk comfort o determine your financial goals and timeframes identify alternative courses of action o options are prepared for you to consider evaluate alternatives o consider and assess