If you want to get your finances in order, working with a financial planner is a great way to start. Follow these expert-approved tips to find a trusted advisor who understands physicians’ unique needs and get the insights you need to build financial success. Robin Robertson, a senior wealth advisor for the Millennium Brokerage Group, specializes in partnering with physicians and has three decades of experience. She said partnering with a credible financial advisor is the best way for physicians to strategically develop a strong portfolio and roadmap for achieving secure retirement. But before you start talking dollars and figures, here’s what you’ll need to know to find a physician-friendly planner who meets your financial needs: 1. Find your planner through referrals in the medical community. Begin your search by asking people or organizations you trust for potential contacts. AMA Insurance offers their Physicians Financial Partners program that can pair physicians with vetted financial advisors, which Robertson recommends as an ideal starting point for physicians. “Referral is the best route—either through AMA Insurance, a friend or a colleague. Also, some hospitals have programs where they refer physicians to advisors, but that really depends on what’s available in your area,” she said.   2. Ensure your advisor understands diverse aspects of financial planning for physicians. Money management is only the beginning. Your advisor also should be able to assist you with such things as: Risk analysis. “Physicians want a comprehensive financial advisor,” Robertson said. “For instance, they’d want someone who understands disability, medical student loan debt and how to assess risks,” she said, noting that helpful advisors should be able to evaluate physicians’ finances holistically and address common questions around timing and payments.  Questions a physician-friendly financial advisor should anticipate include: “Do I pay my loans off first? How much life insurance do I need? Should I save for my children’s education or for our retirement first? What debt refinancing program should I look at?” Read more at AMA Wire.