Financial Planning for Physicians | Boise, ID
Financial planning that understands the life of a physician
Your career demands focus, precision, and long hours. At Pivot, we help doctors simplify financial complexity and align their money with their mission—so they can care for their patients and their future.
You’re great at caring for others— who’s looking out for you?
Most physicians are experts in medicine, not money. With shifting salaries, student debt, and competing priorities, it’s easy to feel like your finances are just “good enough.” But you deserve more than that—you deserve clarity and confidence.
Freedom from financial chaos— clarity with purpose
We help physicians build smart, intentional strategies that simplify decisions, reduce stress, and create margin. Whether you’re building wealth or giving it away, you’ll feel confident that your money is working toward something meaningful.
How Pivot serves physicians:
- Clarity around cash flow, student loans, and compensation packages
- Strategic tax planning and investment alignment
- Help navigating student loans, insurance, and retirement
- Guidance for practice transitions and long-term planning
A financial partner who gets it
From pre-med student to financial planner, Carlos understands the pressure, burnout, and complexity physicians face. He built Pivot to help people like you feel peace—not paralysis—when it comes to wealth.
Here’s how we work with physicians:
Meet with us—share your values, pressures, and goals
We’ll build a strategic plan to support your life
Adapt and grow with a partner who gets it
Why physicians choose Pivot:
- Customized strategies for high-income earners
- Clarity around debt, taxes, and giving
- Planning that reflects your faith and purpose
- Long-term guidance that grows with your career
- Trusted partnership with no sales agenda