logos-3

You've got a lot on your plate.

After working with hundreds of physicians, we know you want a financial plan that gives you freedom. But, you're busy. Really busy.

The time it takes to research, design, and implement a rock solid financial plan is overwhelming — especially considering how easy it is to lose momentum if you get off course.

At Physician Wealth Services, we help MD and DO families define their financial goals. Then, we take a hands-on approach to make sure they achieve them on or ahead of schedule.

We do the heavy lifting of financial planning for you.

What does financial planning really mean?

To start, it can be helpful to understand financial planning as it relates to systems in the body.

Nervous System
Nervous System
Financial Planner

As financial planner, I take on the role of your central nervous system. I am the brains behind your financial future. I help to regulate, and ensure that all the systems that make up your financial life are running smoothly.

Muscular System
Muscular System
Financial Plan

The financial plan provides the structure and support needed throughout your life’s financial journey. The process of creating a financial plan will allow us to identify your financial goals and develop a custom plan on how to achieve them.

Digestive System
Digestive System
Budgeting + Cash flow

Just like your body absorbs nutrients, income comes in and gets accounted for, and whatever is not absorbed can be wasted on indulgences and vacations. I will conduct a review of your income and expenses to determine how much you spend, how much you owe, and create guidelines for successfully achieving your goals.

Circulatory System
Circulatory System
Investments

Without properly saving and investing, you'll be destined to live paycheck to paycheck and won’t be positioned to achieve your financial goals. Like your heart, investments are needed to survive and thrive. If you keep your investments healthy in retirement, they will continue to pump steadily so you can live off the income they are producing.

Endocrine System
Renal System
Debt Management

Debt management is like your renal system - with proper balance of good debt compared to your income, you'll be on the path to achieving your financial goals.

We will work together to create a debt management plan that will help keep your financial life balanced, just like your kidneys keep your electrolytes in check.

Immune System
Immune System
Insurance

Insurance protects you and your family from the unexpected. Like your immune system, it’s there when you need it. I will do an in-depth review of your insurance needs and provide recommendations to keep you protected. As a true fiduciary, I do not sell insurance and will not receive any commission or income from my recommendations.

Integumentary System
Integumentary System
Estate Planning

Much like your skin protects your body, estate planning protects your wealth. Most physicians who experience rapid wealth accumulation after training forget to shelter and protect the wealth they are earning. By creating a trust, power of attorney, and a will, these will act as your first layer of defense from the outside world.

Reproductive System
Reproductive System
College Savings

If your reproductive system has provided you with children, you’re probably thinking about how to provide those children with an education. I can help you prepare for your children’s college expenses by setting up the appropriate accounts and forecasting the amount needed to cover the rising cost of tuition.

Here's what financial planning looks like with us.

We have a true flat-fee pricing structure. No hidden fees or "gotchas." It’s simple and transparent, the way it should be!

Pricing starts at $500/mo.

Truth is — we're not afraid to ask hard questions, dive deep into your spending habits, and hold you accountable when it comes to reaching the goals we define together.

If you prefer someone who will be less involved, we can make a recommendation.

Our goal at Physician Wealth Services is to take care of you while you take care of your patients. We’re accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients.

Short of the overnight shift, consider us on-call.

We're fiduciary financial advisors. That means we're regulated under the Investment Advisers Act of 1940 as independent registered investment advisors who are held, by law, to the highest standard of responsibility to their clients.

We guarantee to always act in our clients’ best interests.

We work with any physician, regardless of asset size or net worth.

We offer three straightforward packages.

No matter where you are on your journey, we have the perfect option to help you get where you want to go.

Financial Fellowship

For those who love to learn

Build a financial plan with a group.

$999, one-time investment

Inpatient Plan

Most popular

Gain a long-term financial guide.

$500, paid monthly

for managed assets under $1M

$833 paid monthly for managed assets over $1M

Care Planning Only

Designed for DIYers

Get a custom plan to implement on your own

$4000, one-time investment

Getting to know one another is our first priority.

  • 1

    Book a call.

    During this complimentary call, we'll get to know each other and determine if our team is the best to help.

  • 2

    Choose a plan.

    We'll consider your specific needs and recommend one of three plans that will serve you best.

  • 3

    Reach your goals.

    No matter which option you choose, our team will help you develop goals and build a plan to achieve them.

Bottom line —

You ought to have a financial plan you can rely on.

We'll help you:

  • Answer the question, “Should I pay off debt or invest?”

  • Create a debt repayment plan to crush your student loans.

  • Set up an automated system that “pays you first.”

  • Create a savings plan to make progress towards your goals.

  • Gain confidence in understanding your own finances.

  • Define and achieve a life you love.

Build a doable plan with financial advisors who understand the needs of physicians.