Get a financial plan.

GAIN A FINANCIAL ALLY
Nationwide Services. Fiduciary Responsibility. Fee-Only Services.

Our Inpatient Plan is designed for busy physicians.

You've worked hard to get where you are, and your finances ought to reflect your achievements. Still, most physicians are unsatisfied with their financial plan.

Our Inpatient Plan helps you define your financial goals and implement a financial plan that gets you where you want to be, faster. It's our most popular package, currently serving more than 200 physicians across the nation.

Get your financial house in order.

Here's how it works.

As your primary financial care specialist, we'll follow a pattern you'll recognize:

  • 1.

    DIAGNOSE

    We figure out where you are and where you want to go.

    Through four initial consultations, we help you define your goals while also assessing your current assets and spending habits.

  • 2.

    PRESCRIBE

    Then, we recommend a plan designed for your family.

    During our fifth consultation, we'll present a personalized financial plan with simple, straightforward recommendations.

  • 3.

    CHECK-UP

    And, we stay activelyengaged on a monthly basis.

    We'll meet several times per year to keep your growth on track and you'll have unlimited access to our team for along the way.

It's an honest approach to financial planning.

You shouldn't have to worry about whether or not you can trust your financial advisor.

We specialize in training physicians to make smarter, more-informed financial decisions. Here are our guidelines:

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.

Here's what we'll cover:

We'll acquire and assess your financial data, consolidate your accounts, and review initial observations.

In this meeting, we will focus on specific numbers as we discuss budgeting and student loans. We’ll import your accounts into our financial planning software, review transactions, categorize what you’re spending, establish your risk tolerance, and start analyzing your student debt. When you provide us with your student loan data file we can walk through the details of loan repayment together.

During this session, we’ll talk about your financial life – your banking, your debt, and your investments – to gain a preliminary understanding of where you currently stand.

Once we get all of this information down on paper, we can assess what areas to tackle first and a written progress note will help keep you on track. 

We’ll talk about your life aspirations, discuss stretch goals, establish measurable financial goals, and develop an action plan.

This is our favorite meeting. It’s where we get to know the real you, and you get to dream big. This conversation will be focused around your goals, intentions, and life plans. We’ll assess what’s realistic, what has a finance component, and how to make your goals a reality.

We’ll determine cash flow, discuss investments, automate bill pay, and prioritize spending goals.

Accumulating the needed data and a thorough understanding of your goals will help us prepare for your next session, during which we'll present you with a personalized financial plan for the coming year.

After reviewing your investments, we'll deliver your custom financial plan on a user-friendly dashboard that you can access from anywhere.

Your plan is accompanied by several videos that spell out where you currently are in your financial life and provide a prescription for how to get you where you want to be. It's a living, working plan that we can easily adjust if life takes a new turn or something unexpected happens.

Hands-on support doesn't stop until you reach your goals.

  • Regular Check-ups

    Think of this as long-term care rather than a one-time visit. In your first year, we'll meet at least every quarter.

     
  • Monthly Reports

    We actively help you track your spending and modify your plan as we go.

     
  • Connections to Specialists

    We don't just care about your financial health, we act as a liaison with other specialists (attorneys, accountants, realtors or insurance agents) who play an important part in your overall plan.

     

Pricing

We have a true flat-fee pricing structure, which means no surprises along the way.

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

Designed for DIYers

Get a custom plan to implement on your own

$4000, one-time investment

Includes meetings 1, 4, and 5 above and a custom financial plan.

This plan does not include ongoing support.