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Women in Investing: How to Take Charge of Your Financial Future

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Medical Professionals

Doctors help save and prolong lives. They have a financial life cycle as well. This case study shows how we guided a new doctor and his family through the phases in his financial life.

Opportunity

One of our clients, now a doctor, received a significant signing bonus from his new employer. However, he had accumulated $300,000 in student loan debt during school and residency. He and his young family needed financial guidance. They wanted to create a nice lifestyle, pay down debt, save, and do good.

Solution

As we do for all individual and family clients, we employ a disciplined multi-step approach to finding a tailored solution. We met several times with the couple, discussed their investment style, risk tolerance, budget, portfolio allocation, insurance, education and retirement needs, and tax, estate, and legacy planning goals.

Outcome

Three years later the couple has done better than they expected. They have built an emergency cash fund, established and funded a joint retirement and education fund, and researched the charities they want to begin supporting. They have been able to pay off one-third of his student debt.

Next Steps

Learn how Greenwood Capital’s comprehensive and personal approach can help you achieve your unique goals.

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Request a Meeting

Every investor has a unique story. Your challenges and results may differ. If you would like to request a consultation meeting to discuss your situation with one of our consultants, you may request a meeting here.

This example is inspired by real client scenarios; however, personal details and specific circumstances have been altered to protect client privacy. These examples are for illustrative purposes only and should not be viewed as testimonials or endorsements of our services. Recommendations were tailored to each client’s unique circumstances based on personal information gathered at the time. Due to varying circumstances, the individuals referenced may no longer be clients. Clients are not required to implement recommendations: outcomes will vary based on individual circumstances and whether recommendations are followed.

John W. Cooper

CFP®
Senior Private Client Advisor

K. Diane Smith

Private Client Administrator

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Greenwood Capital

Greenwood Capital is a premier wealth and asset management firm in South Carolina. We serve families, financial advisors, and institutional investors by providing a comprehensive and consultative approach to financial planning and investment management. We differentiate ourselves by offering direct access to our investment managers and making in-house portfolio decisions rather than relying on third-party investment managers. Our experienced team takes a global perspective in managing your financial concerns and a personal approach to customizing your investment plan by getting to know you. Established in 1983, Greenwood Capital manages approximately $1.7 billion in assets.

Greenville Office

201 W. McBee Avenue
Suite 300
Greenville, SC 29601
864.335.2425

Greenwood Office

425 Main Street
Suite 100
Greenwood, SC 29646
864.941.4049

Greenwood Capital Associates, LLC is an SEC-registered investment advisory firm. Before 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI), established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back to 2001.

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