From $300K Salary to $14M Net Worth

See exactly how strategic financial planning transforms a physician's career earnings into lasting wealth.

Interactive playbook showing year-by-year wealth building from age 30 to retirement

The Wealth Building Journey

This isn't theory. This is the actual wealth trajectory of a physician who earns $300K, starts with $400K in student loans, and follows a strategic financial plan.

Strategic Planning vs. Flying Blind

The difference between intentional wealth building and hoping it works out

Without Planning

  • Age 65 net worth: ~$4M
  • Working until age 70
  • Lifestyle inflation eats gains
  • Student loans paid slowly
  • Retirement accounts under-funded
  • No real estate leverage
  • Constant financial stress
  • Retiring "comfortably poor"

With Strategic Planning

  • Age 65 net worth: $13.9M
  • Option to retire at 60
  • Controlled lifestyle growth
  • Debt-free by age 47
  • Max retirement contributions
  • 3 properties generating income
  • Financial independence
  • True wealth and options

The Critical Milestones

Every physician's journey has key turning points. Here's where strategic decisions compound into life-changing results.

Age 30

Starting Point: Building Foundation

Fresh attending, high income but underwater from training debt. Most physicians stay here too long.

  • Net Worth -$73,259
  • Salary $300,000
  • Student Loans $400,000
  • Savings Rate 19.8%
30
Age 35

Family Growing, Wealth Building

Two children, building emergency fund gradually while aggressively paying down debt and maxing retirement accounts.

  • Net Worth $637,789
  • Student Loans $358,148
  • Emergency Fund $50,000
  • Savings Rate 18.2%
35
Age 40

Foundation Complete

Emergency fund fully funded at $75K. Net worth crosses $1.6M. The hard years of sacrifice are working.

  • Net Worth $1,609,410
  • Student Loans $253,799
  • Emergency Fund $75,000
  • Savings Rate 15.2%
40
Age 44

Breakthrough: Positive Cash Flow!

The turning point every physician dreams of"”monthly discretionary income turns positive for the first time.

  • Net Worth $2,691,670
  • Student Loans $101,685
  • Monthly Discretionary +$590
  • Savings Rate 16.5%
44
Age 47

Student Loans: PAID OFF

Debt free after 17 years. Monthly discretionary jumps to $4,029. Wealth building accelerates dramatically.

  • Net Worth $3,717,754
  • Student Loans $0
  • Monthly Discretionary +$4,029
  • Savings Rate 21.7%
47
Age 50

Peak Earning, Peak Saving

No debt, strong cash flow, investments compounding. The wealth machine is running smoothly.

  • Net Worth $4,853,900
  • Monthly Discretionary +$8,181
  • Savings Rate 20.0%
  • Comfortable Cushion Achieved
50
Age 55

Wealth Acceleration Phase

Peak earning years. Investments from 20+ years of disciplined saving are compounding dramatically.

  • Net Worth $7,214,250
  • Monthly Discretionary +$14,108
  • Could Retire Now With $7M+
  • Taxable Portfolio $1.2M+
55
Age 65

Retirement: $14M Net Worth

Mission accomplished. From -$73K at 30 to $13.9M at 65. True financial independence achieved.

  • Net Worth $13,912,962
  • Retirement Accounts $8.5M+
  • Real Estate Equity $2M+
  • Safe Withdrawal Rate $556K/year
65

The Strategies That Make This Work

These aren't secrets"”they're disciplined execution of proven wealth-building principles

Maximize Tax-Advantaged Accounts

$395K lifetime tax savings. Max out 401(k), HSA, backdoor Roth IRA from day one. Every year you delay costs tens of thousands in lost tax benefits and compounding.

Strategic Student Loan Payoff

Paid off by age 47. Balanced approach: aggressive paydown while still investing. Not so aggressive it prevents wealth building, not so slow it accumulates interest needlessly.

Real Estate Portfolio

3 properties generating income. House hack during residency/fellowship, keep as rentals. Primary residence purchased strategically with physician mortgage. Long-term wealth building through leverage.

Consistent Savings Discipline

15-22% savings rate maintained. Even during peak childcare years. The magic isn't perfect timing"”it's persistent saving year after year while lifestyle stays controlled.

Taxable Brokerage Investing

Build wealth beyond retirement accounts. After maxing 401(k), HSA, and IRAs, systematic investing in low-cost index funds in taxable accounts. Provides flexibility and additional compounding outside retirement age restrictions.

Children's Future Planning

529 plans + kids' Roth IRAs. $3K per child growing to $10K as income increases. Kids' Roth IRAs starting at age 10. Generational wealth building starts early.

Alternative Investments

Own assets, not liabilities. Strategic allocation to businesses, real estate syndications, or other alternative investments. The name of the game is building multiple income streams and owning appreciating assets across different asset classes.

Lifestyle Balance

Not sacrificing everything. Budget includes travel, hobbies, quality childcare. The goal isn't misery"”it's building wealth while actually enjoying your career and family life.

What You Receive

When you work with Consigliere MD, these aren't conceptual—you get the actual tools and ongoing guidance

Custom Financial Model

Excel playbook built specifically for your salary, debt, family situation, and goals

  • Year-by-year projections to retirement
  • Scenario testing capabilities
  • Real-time budget tracking
  • Milestone alerts and updates
  • Editable for life changes

Executive Playbook

PowerPoint presentation of your complete financial strategy

  • Visual wealth trajectory
  • Key milestones timeline
  • Action items prioritized
  • Budget breakdown analysis
  • Tax optimization strategies

Ongoing Advisory

We don't just create the plan"”we help you execute it

  • Quarterly reviews and adjustments
  • Life event guidance
  • Tax strategy coordination
  • Investment rebalancing
  • Accountability and coaching

Ready to Build Your Playbook?

This example shows what's possible with strategic planning. Your playbook will be customized to your specific salary, debt, family situation, and goals.