Gain a long-term financial guide.
Once our team has created a financial plan for you (see care planning only), our Inpatient Financial Planning Package helps you 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
Add $10/mo for investment management services.
Care Planning Only
Get a custom plan to implement on your own.
Every physician family that decides to work with us will receive a comprehensive financial plan built by the PWS team.
Does not include ongoing support
Not sure where to start?
Let's talk about it.
Book a call.
During this complimentary call, we'll get to know each other and determine if our team is the best to help.
Choose a plan.
We'll consider your specific needs and recommend one of the options listed above that will serve you best.
Reach your goals.
No matter which option you choose, our team will help you develop goals and build a plan to achieve them.