Physicians

Take control of your financial future

You’ve spent years pursuing education and training. Now, you’re busy healing and treating others. Let us help you live the rewarding and fulfilling life you dream about.

It all starts with a FREE, simple conversation! Schedule an INTRODUCTION

How we can help

Let us partner with you to co-create and implement sustainable, long-term plans that support your definition of success. We’ll engage in robust discussions, whether it’s about buying a new house or paying down debt, so you can make informed financial and life decisions.

A TRUE PARTNERSHIP

Thoughtful and caring advice

Sounding board for financial and life decisions

ROAD MAP TO SUCCESS

Access to custom tools to lay out your goals and milestones

Help with prioritizing and tracking progress toward your goals

SEAMLESS COLLABORATION

Partner with your tax preparer to implement tax deferral strategies

Build your team of professionals to support your financial and legal needs

ACCESS AT YOUR FINGERTIPS

15-minute consults and check-ins

Easy online scheduling

Together we will take actionable steps toward achieving your personal definition of success

YOUR PERSONAL DEFINITION OF SUCCESS
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YOUR PERSONAL DEFINITION OF SUCCESS
CLEAR GOALS AND VALUES
  • Wheel of Life exercise
  • Personalized Navigator that reflects what's important to you
DEFINED STEPS TO FINANCIAL INDEPENDENCE
  • Net worth statement
  • Financial independence analysis
SIMPLE AND AUTOMATED SAVING STRATEGIES
  • Monthly saving plans for retirement, goals, children’s education, etc.
LOW COST AND DIVERSIFIED PORTFOLIO
  • Personalized investment portfolio goals statement
  • Best-in-class mutual funds and exchange-traded funds
A SUSTAINABLE SPENDING PLAN
  • Quantify cost of lifestyle
  • Regular review of annual cash flow
SENSIBLE DEBT REDUCTION STRATEGY
  • Review of all loans
  • Debt summary and action plan
  • Monthly 15-minute follow-up calls/virtual meetings
INSURANCE TO PROTECT YOU AND YOUR FAMILY
  • Work with your insurance agent to fix gaps in your insurance
  • Discuss types of insurance you need and refer you to the most suitable brokers/agents
ESTATE AND LEGACY PLAN THAT REFLECTS YOUR WISHES
  • Estate plan review and summary
  • Beneficiary and title of assets review
MULTI-YEAR TAX PLANNING
  • Implement long-term strategies to minimize taxes
  • Tax-efficient gift planning
  • Annual tax return review

Unlimited Access to a Certified Financial Planner®

Our Advisors will guide you in:

  • Identifying and prioritizing your life goals
  • Making significant financial decisions
  • Managing your budget, your investments and your risks
  • Taking Control of your student loans
  • Saving and Investing for your future
  • Minimizing your taxes through multi-year planning
  • Establishing your estate plan

Affordable pricing — one low fee per quarter

$1,500 per quarter for managed portfolios under $600,000

For managed portfolios over $600,000, please see our standard fee structure here. Minimum fee does not apply.

Together we will actionable steps toward achieving your personal definition of success

YOUR PERSONAL DEFINITION OF SUCCESS
step-1 step-2 step-3 step-4 step-5 step-6 step-7 step-8 step-9
YOUR PERSONAL DEFINITION OF SUCCESS
CLEAR GOALS AND VALUES
  • Wheel of Life exercise
  • Personalized Navigator that reflects what's important to you
DEFINED STEPS TO FINANCIAL INDEPENDENCE
  • Net worth statement
  • Financial independence analysis
SUSTAINABLE RETIREMENT INCOME AND SPENDING PLAN
  • Quantify cost of lifestyle
  • Income sources and withdrawal strategies explained and optimized
  • Regular review of annual cash flow
LOW COST AND DIVERSIFIED PORTFOLIO
  • Personalized investment portfolio goals statement
  • Best-in-class mutual funds and exchange-traded funds
RETIREMENT BENEFITS EXPLAINED AND OPTIMIZED
  • Pension benefit options review
  • Social Security benefits review
  • Medicare consultant available for initial sign-up and annual reviews
LONG LIFE PLANNING PARTNER
  • Discuss and plan for long-term care needs
  • Explore and plan for future living arrangements
INSURANCE TO PROTECT YOU AND YOUR FAMILY
  • Work with your insurance agent to fix gaps in your insurance
  • Discuss types of insurance you need and refer you to the most suitable brokers/agents
ESTATE AND LEGACY PLAN THAT REFLECTS YOUR WISHES
  • Estate plan review and summary
  • Beneficiary and title of assets review
  • Charitable and family giving strategies
MULTI-YEAR TAX PLANNING
  • Implement long-term strategies to minimize taxes
  • Tax-efficient gift planning
  • Annual tax return review

Unlimited Access to a Certified Financial Planner®

Our Advisors will guide you in:

  • Identifying and prioritizing your life goals
  • Making significant financial decisions
  • Managing your budget, your investments and your risks
  • Taking Control of your student loans
  • Saving and Investing for your future
  • Minimizing your taxes through multi-year planning
  • Establishing your estate plan

For physicians who are established in their career, the following wealth management service fees apply:

Assets Under Management (AUM)Advisory Fee (% AUM)
First $1,000,000 AUM1.0%
$1,000,001 - $3,000,000 AUM0.75%
$3,000,001 - $5,000,000 AUM0.60%
In excess of $5,000,000 AUM0.40%

Minimum fee: For Assets Under Management less than $1,000,000, a minimum fee of $2,500 per quarter applies.

For more information about our minimum account size and fees, click here.

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