Just like your body absorbs nutrients, income comes in and gets accounted for, and whatever is not absorbed can be wasted on indulgences and vacations. As a true fiduciary, I do not sell insurance and will not receive any commission or income from my recommendations. Enter your name and email address to be added to the waitlist and we'll stay in touch about the next session. Financial Fellowship is designed for physicians who want to DIY their financial plan, but not by themselves. Just like you, we take a comprehensive approach to providing care. All Rights Reserved. Our goal at Physician Wealth Services is to take care of you while you take care of your patients. Physicians Wealth Advisory evolved out of a clear need to offer physicians a better option - one that is independent, trusted and reliable.. We provide comprehensive financial planning services and investment management to physicians and their families at all stages of life and career. Debt management is like your renal system - with proper balance of good debt compared to your income, you'll be on the path to achieving your financial goals. Physician Wealth Services LLC (“Physician Wealth Services”) is a registered investment adviser offering advisory services in the State of California, Connecticut, Nevada, Texas, and in other jurisdictions where exempted. It’s the reason I started my fee-only practice, Physician Wealth Services, to work exclusively with physicians who could truly benefit from unbiased, quality financial advice. Here's what financial planning looks like with us. Think of us as the primary care physicians. Our Inpatient Financial Planning Package helps you define your financial goals and implement a plan that gets you where you want to be, faster. The time it takes to research, design, and implement a rock solid financial plan is overwhelming — especially considering how easy it is to lose momentum if you get off course. Inpatient Plan; Financial Fellowship; BOOK A CALL. PHYSICIAN WEALTH SERVICES, LLC is a state registered investment adviser and is not registered with the SEC. $500 per month for managed assets under $1M The package increases to $833 per month for managed assets over $1M. I will do an in-depth review of your insurance needs and provide recommendations to keep you protected. During graduate school, I realized that the average financial advisor was more concerned with selling financial products and obtaining new clients with investable assets than working with those who could really use the financial guidance to succeed in life. Short of the overnight shift, consider us on-call. That really turned me off from the industry, until I was introduced to the concept of fee-only financial planning, where planners put their clients first, don’t sell products, and are true fiduciaries. The company's filing status is listed as Active and its File Number is E0547702015-5. Services. During this complimentary call, we'll get to know each other and determine if our team is the best to help. If your reproductive system has provided you with children, you’re probably thinking about how to provide those children with an education. Fiduciary Responsibility. I help to regulate, and ensure that all the systems that make up your financial life are running smoothly. All Rights Reserved. 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. Throughout the financial planning process, we will take everything into account to identify where you are, where you want to be, and how to get there. No matter where you are on your journey, we have the perfect option to help you get where you want to go. If you prefer someone who will be less involved, we can make a recommendation. It’s the reason I started my fee-only practice, Physician Wealth Services, to work exclusively with physicians who could truly benefit from unbiased, quality financial advice.