Physician Financial Advisors

Our Process

Twelve months. Ten to twelve hours of meetings, one area at a time. The first two meetings are free; the engagement begins after them, if we both decide to go forward.

Phase 1

Getting to Know You

Free. No commitment.

  1. Introduction30 min
  2. Deep Dive Discovery90 min
Phase 2

Your Plan

The engagement begins here.

  1. Clarity Meeting60 min
  2. Financial Plan & Executive Summary60 min
Phase 3

One Area at a Time

Each meeting works one part of the plan.

  1. Insurance Planning60 min
  2. Investment Planning60 min
  3. Tax Planning60 min
  4. Open Enrollment & Stock Option Planning60 min
  5. Wills, Trusts & Estate Planning60 min
  6. Children, Education & Generational Wealth Planning optional60 min
  7. Real Estate Education optional60 min
Phase 4

Keeping It Current

Close the year, plan the next.

  1. Updates & Wrap-up60 min
  2. Recap & Renewal60 min

Education Sessions You Can Request

Sixty-minute working sessions, added to the engagement whenever a topic becomes real for you.

  • Benefit planning and open enrollment assistance
  • Stock option planning and vesting-period assistance
  • Medicare, Social Security, and retirement income distribution strategies
  • Leveraging assets and accessing available lines of credit
  • Managing debt: student loans, credit cards, and paydown strategies
Request the introductionThree ways to engage