Ilir Shkurti

Physician Financial Counselor @Henry Ford Health

Detroit, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Physician Financial Counselor @Henry Ford Health

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Detroit, MI, US

I help Henry Ford Medical Group physicians in fully utilizing available health system benefits. In one-on-one counseling sessions, I help them answer questions like: “Am I on track for retirement?”, “Does my financial plan have any blind spots?”, “What more could I do? What am I missing?”. Our sessions are comprehensive, customized to each physician, cover all areas of a financial plan (investments, cash liquidity, safety nets, estate planning, tax planning, and more), and smart shopping for experts (financial, tax, or legal). Henry Ford Health physicians can schedule an appointment by visiting https://tinyurl.com/HFHPFC

EDUCATION

1998 — 2003

Saint Mary's College

BA, Business Administration, Marketing

2007 — 2009

Walsh College

Master of Business Administration (M.B.A.), Business Administration and Management, General

2004 — 2006

Walsh College

Master of Science in Finance, Corporate Finance

SKILLS

Due DiligenceHedge FundsData AnalysisInvestmentsBloombergMicrosoft ExcelEtfsAsset AllocationEquity ResearchInvestment StrategiesAlternative InvestmentsInvestment Manager SelectionCapital MarketsPortfolio ManagementCompliance ManagementRegulatory ComplianceFinancial ModelingFinancial Statement AnalysisPerformance Attribution

ABOUT ILIR SHKURTI

I am a financial planner dedicated to helping physicians navigate their unique financial journeys. After more than a decade in financial services—with experience in compliance, investment management, and financial planning—I made a pivotal career shift in 2024. My goal was to provide honest, sales-free advice, an approach that stands in stark contrast to the product-driven sales pitches doctors often face.I serve as an in-house financial planner for the over physicians at Henry Ford Health. Concurrently, through my firm, Whistle Stop Financial Advice, I offer hourly financial planning to practicing and retired physicians outside the health system.My passion lies in demystifying complex financial topics and helping clients build a clear, simple path toward their goals. I understand that many doctors start their financial lives later, often with significant student debt and demanding schedules that leave little room for personal finance. My mission is to provide them with timely, unbiased advice that helps them achieve financial well-being and live life on their own terms. I believe that while money isn\'t rocket science, a few consistent steps of financial hygiene can make all the difference.

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Ilir Shkurti — Physician Financial Counselor at Henry Ford Health in Detroit, MI, US | Unifers