Financial

FELLOWSHIP
Build a personalized financial plan with a group.

You've sacrificed a lot to get where you are.

It's time to start reaping the benefits.

Financial Fellowship is designed for physicians who want to DIY their financial plan, but not by themselves. During the 12-week fellowship you'll gain clarity on your financial situation, figure out where you're wasting money, and build a reliable plan that helps you achieve financial independence sooner than you thought possible.

The program is designed in true fellowship style, which means you'll never be forced to crowd source answers to your questions. You'll have direct access to a certified financial advisor who knows your circumstances and will offer advice absolutely relevant to your life.

Financial Fellowship opens quarterly.

Here's how it works:

  • 1.

    Learn about a topic.

    Get exclusive access to a 30-minute video each week that covers one part of the financial plan that you'll build as you go.

  • 2.

    Apply it to your plan

    After each lesson, apply what you learned through coordinating action items in digital or printable resources.

  • 3.

    Know you got it right.

    Join your cohort and founder of Physician Wealth Services, Ryan, for a live Q&A to cover the previous two weeks' topics.

Here's what we'll cover in 12 weeks:

Financial Fellowship Calendar

Let's Get Organized

Setting Goals and Creating Your Ideal Life

Understanding Your Cash Flow

Your Relationship With Money

Tackling Student Debt

Eliminating Debt

Getting the Right Disability Insurance

Term, Property, & Casualty Insurance

Investments 101

Creating an Investment Policy Statement

College Planning

Creating an Estate Plan

It's about more than understanding the concepts. We make sure you know how to apply them.

Financial Fellowship graduates are invited to join an exclusive alumni group.

With your Alumni Membership, you'll get:

  • 1.

    Live Monthly Check-Ins

    Much like the bi-monthly sessions that take place during the 12-week program, you'll continue to learn about fresh topics with the alumni group and Physician Wealth Service advisors each month.

  • 2.

    Quarterly Webinars

    Each month, we invite guest speakers to talk about their area of expertise as it applies to you. Attend live or catch the replay in an archive filled with dozens of topical videos.

  • 3.

    Community Support

    Join a private membership group filled with physicians who care about managing their money well. Gain knowledge as others engage on topics you care about or jump in with thoughts and questions of your own.

  • 4.

    Personalized Guidance

    As a Financial Fellowship student, you are a Physician Wealth Services client. That means, any time you post on our forum, you'll get guidance from financial advisors who understand your personal goals.

Pricing

Financial Fellowship is our most cost-effective plan.

Financial Fellowship

$999

one-time fee

✓ 12 weekly videos focused on critical topics

✓ Coordinating digital & printable resources

✓ Six hours of live Q&As

✓ Exclusive invitation to Alumni Membership Group

Alumni Membership

$89

per month

✓ Access to a private membership group

✓ Live, 1-Hour Advisor Check-ins each month

✓ Quarterly Webinars with Guest Speakers

✓ Personalized guidance from our team