How We

Nationwide Services. Fiduciary Responsibility. Fee-Only Services.

We offer three packages.

hands on support physician wealth services

Most Popular

Inpatient plan

Gain a long-term financial guide.

Our Inpatient Financial Planning Package helps you define your financial goals and implement a 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.

$500 per month for managed assets under $1M
The package increases to $833 per month for managed assets over $1M.

Designed for DIYers

Care Planning Only

Get a custom plan to implement on your own.

This plan is similar to the Inpatient Financial Planning Package without the ongoing support. You'll get three sessions with our team and receive a custom financial plan you can implement on your own.


Does not include ongoing support

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For Those Who Love to Learn

Financial Fellowship

Build a financial plan with a group.

In this 12-week group program, you'll learn financial planning principles and gain support to help you implement them in your own life. After you graduate, you're invited to subscribe to an exclusive group of Financial Fellowship alumni where you'll receive ongoing access to our financial advisors.

$999, one-time fee

Not sure where to start?

Let's talk about it.

  • 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 the three plans listed above 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.