Ep 13: Tips From a Financial Planner With Dr. Anna McCormick

Anna McCormick, MD, is a practicing emergency physician and financial advisor in Springfield, IL. After more than twelve years of practicing medicine, Dr. McCormick realized that she needed to better understand how her money worked and more strategically plan for the future she wanted. What began as her own curiosity has become a real passion to help others learn where money goes, how it grows, and then translate that knowledge into personal and financial development. When she is not working in the ER or driving her kids to practice, Dr. McCormick is a proud member of the Peterman Financial team.  At Peterman Financial Group, Dr. McCormick strives to help clients create their ideal life through wealth management, life insurance, tax planning or fee based financial planning.Some of my favorite takeaways were:How Dr. McCormick became a financial plannerWhat she loves the most about financial planningSome of the "mistakes" she sees clients makeWhat Dr. McCormick would say to someone who says they don't have money to investSome things that clients forget in financial planningHow to choose a financial advisorSchedule a FREE coaching call with me:https://www.joyfulsuccessliving.com/Contact Dr. Anna McCormick: [email protected]