Physician's Wealth Solutions: Tailored Financial Planning for Physicians
At Physician's Wealth Solutions, we understand the unique financial needs of physicians. Our Fiduciary Financial Planning Engagement offers a flexible, two-phased approach designed to meet your individual goals. We start by crafting your custom plan and then bring that vision to life.
ARCHITECT: Crafting Your Financial Blueprint
Think of us as experienced architects drafting a custom design for your financial future.
In the first phase, we act as your financial architect. Together, we agree on a set fee and prepare a strategic financial plan written to a fiduciary standard of care. Our Certified Financial Planner™ (CFP®) professionals will provide personalized recommendations tailored to help you achieve your specific financial goals, whether it's paying off medical school debt, planning for retirement, or managing your practice.
BUILDER: Bringing Your Plan to Life
Think of us as the general contractor managing all the details to build your financial future.
In the second phase, we become the builders of your financial plan. It's time to implement the recommendations and strategies we've laid out. While you have the freedom to choose any firm for implementation, we'd be honored to continue this journey with you. Our greatest mission is to help you achieve your life's goals, providing ongoing support and adjustments as your career and personal circumstances evolve.
Start your journey towards a secure financial future today. Contact Physician's Wealth Solutions and let us architect and build the financial life you've always envisioned.
By aligning our financial planning approach with the precision and attention to detail that’s foundational in the medical profession, we aim to provide physician clients with the tailored solutions they need to thrive both personally and professionally.
What to Expect
(15-30 MINUTES)
Introduction/Compatibility Assessment
Just as a physician conducts an initial consultation with a new patient to assess their medical history and understand their unique needs, our initial consultation is designed to evaluate your financial goals, assets, and specific circumstances. This helps us determine if we are the right provider for your needs. The fee for this initial consultation covers the time and expertise required to accurately assess compatibility. Should we determine a good fit, this fee will be applied towards your ‘procedure’.
(90 MINUTES)
FINANCIAL DIAGNOSIS: YOUR FISCAL VITAL SIGN
Much like a diligent medical examination, our next step is to assess your current financial health. We'll delve into your income, expenses, investments, and any existing financial plans. By thoroughly understanding your financial vital signs, we can craft a treatment strategy that aligns with your short-term goals and long-term aspirations.
GOAL-ORIENTED TREATMENT: TAILORING STRATEGIES TO YOUR OBJECTIVES
In medicine, treatment plans are customized to the specific needs of each patient. Similarly, your financial prescription will be designed to achieve your individual goals. Whether you seek to expand your practice, fund a dream project, or plan for a comfortable retirement, our strategies will be aligned with your unique objectives.
PERIODIC CHECK-UPS: NURTURING YOUR FINANCIAL WELL-BEING
Just as regular check-ups are vital for maintaining good health, we'll schedule periodic reviews to adjust and optimize your financial prescription. Life is dynamic, and your financial plan should adapt to new opportunities and challenges that arise along your journey.
By following this streamlined process, Physician's Wealth Solutions ensures your financial health is thoroughly assessed, accurately diagnosed, and effectively treated, much like the care you provide to your patients. This clear timeline illustrates each stage of our financial planning journey together, giving you confidence in achieving your financial goals.