FINANCIAL GUIDANCE FOR PHYSICIAN FAMILIES

You're not just making a living; you're making a life.

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As a physician well into your career, you're finally making what you deserve. You live in a nice house, send your kids to a good school and take unforgettable vacations. Yet, you still don't feel a complete sense of financial well-being.

Are you doing enough to prepare for your future? Here's the thing: You've worked harder than most to get where you are, so enjoying what you've earned shouldn't feel irresponsible. But it can, can't it? Especially, if no one has helped you define "enough." Enough saving. Enough investing. Enough work.

We exist to help.

At Physician Family, we want you to have the freedom to spend confidently today while planning responsibly for tomorrow. That's why our work together starts with giving "enough" a number.

As CERTIFIED FINANCIAL PLANNERS™ and fiduciaries who only serve physician families, we zero in on what's best for you

✔ No commissions

✔ No percentage-based fees

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Here's what you can expect.

You'll name what you want.

We'll get really specific about your vision for the future while also dreaming about what's possible right now.

We'll build a plan that pays for it.

We'll look at your money with a fresh perspective and suggest a right-sized plan that helps you get where you want to be in a reasonable amount of time.

And, adjust as life unfolds.

With a digital "plan in your pocket," we'll both always know how you're doing and what options are on the table if your goals evolve.

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The way most advisors charge for advice is just plain broken, so we fixed it.

Unlike most advisors who charge based on a percentage of your assets, we don't penalize you for saving more money. Instead, our memberships are flat-fee. We never earn commissions on products or services we recommend. Instead, you can expect straightforward advice tailored not just to physician families, but to your physician family.

FOR DOCS WHO NEED DIRECTION

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Plan

$795
one time

Satisfaction Guaranteed

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Retirement Goal Setting Session
Retirement Planning Session
Action Plan
High Level Asset Allocation Recommendation
Smart Saving Strategies

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Committed Membership

$527 per month

$327/mo for young doctors

15–mo commitment

Satisfaction Guaranteed

Fuss-free investment account setup & transfers
Fee-free management for IRAs, trusts and joint accounts
Click-by-click investment guidance for HSA, 401k, 403b and TSP plans
Proactive tax loss harvesting
Proactive backdoor Roth conversions
Tax-optimized retirement income planning
Annual Progress Checks
Annual Investment Reviews
Easy access to your Primary Advisor by text, phone or email
Full access to our team of financial specialists when you need more support
A backup plan for your spouse when you're gone

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How close are you to living the life you really want?

We say it all the time, "You're not just making a living; you're making a life." So, how's your plan to create the life you want? Can you envision where you want to be? Do you know how to make it happen? We created a 2-minute assessment that will help you find out where you really stand and what you can do about it.

Simply drop in your email address below (that's where we'll send the results!) and follow the prompts to get started.

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