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.
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.
Then, we recommend a plan designed for your family.
During our fifth consultation, we'll present a personalized financial plan with simple, straightforward recommendations.
And, we stay actively engaged on a quarterly basis.
We'll meet three times per year to keep your growth on track and you'll have unlimited access to our team for along the way.
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 $250/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.
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 will always act in our clients’ best interests.
We work with any physician, regardless of asset size or net worth.
Hands-on support doesn't stop until you reach your goals.
Connections to Specialists
We have a true flat-fee pricing structure, which means no surprises along the way.