Get on track…


STABLE

$165 per mo

 

Student loans driving you crazy Start with Stable and demolish your debt!

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EMERGENCY FUND PLANNING

BUDGETING & CASH FLOW
PLANNING

 
 

STUDENT LOAN
PLANNING

  • Understand your repayment options

  • Cut your interest payments

  • Get out of debt faster


SERIOUS

$315 per mo

 

$150 more buys you access to a real financial planning and unlimited investment guidance

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EMERGENCY FUND
PLANNING

BUDGETING & CASH FLOW
PLANNING

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HOME PURCHASE
PLANNING

STUDENT LOAN
PLANNING

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DISABILITY INSURANCE
PLANNING

LIFE INSURANCE
PLANNING

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COLLEGE FUND
PLANNING

RETIREMENT FUND
PLANNING

 
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INVESTMENT
GUIDANCE

  • Get specific mutual fund recommendations

  • Gain advice for any account anywhere

  • Avoid costly asset-based fees


SECURE

$415 per mo

 

$100 more gives you estate planning and unlimited investment account management

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EMERGENCY FUND
PLANNING

BUDGETING & CASH FLOW
PLANNING

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HOME PURCHASE
PLANNING

STUDENT LOAN
PLANNING

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DISABILITY INSURANCE
PLANNING

LIFE INSURANCE
PLANNING

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COLLEGE FUND
PLANNING

RETIREMENT
FUND
PLANNING

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ESTATE
PLANNING

INVESTMENT
GUIDANCE

 
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INVESTMENT ACCOUNT
MANAGEMENT

  • Consolidate & simplify your accounts

  • Avoid the hassle of filling out forms with signature-ready paperwork

  • Rest easy knowing professionals are taking care of your accounts

…and STAY on track!

At no additional cost, you also get…

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CERTIFIED
FINANCIAL PLANNER

Gain personalized guidance from a dedicated financial advisor who understands the challenge of practicing medicine while raising a family.

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SECURE
ONLINE CHART

Get organized and see all your finances in one place with our Electronic Financial Record (EFR).

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ANNUAL
FINANCIAL CHECKUPS

Check your progress and make adjustments to stay on track as your life, your family as the worlds of money and medicine change.

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UNLIMITED
FOLLOWUPS

Stay in touch with us by phone, text, email or videoconference anytime you need help between Annual Checkups.

 

Frequently Asked Questions

Does the fee include my spouse?
Yes. The fees above cover services for your family: you, your spouse and children under the age of 18 who live with you.

How do I choose the right service package?
It's easy. If you mostly want help with student loans, choose Stable (and you can upgrade later if you like). If you want retirement or college planning AND you want us to manage your accounts, choose Secure. Otherwise, choose Serious.

What's the difference between Investment Guidance and Investment Account Management?
With Account Management, we do as much for you as we can, like filling out forms, handling account-related problems, selecting securities, placing trades and rebalancing. With Investment Guidance, we recommend exactly which mutual funds to own and you do everything else yourself.

How does Physician Family get paid?
We are a fee-only firm which means we charge a level monthly subscription fee for our services. We never accept commissions or referral fees. We are fiduciaries, so the advice you receive puts your interests first.

When will you begin charging me?
Your first interview with us is free. If you choose to join us, you will be charged a fee via ACH bank draft after your Get Organized (GO) Visit.

Are there any hidden fees?
No. While your financial institution and other service providers (your accountant or attorney) may charge you separately for their products and services, all of Physician Family's work is covered by your monthly subscription fee.

Why don’t you charge by the hour?
Advisors who bill by the hour have an incentive to waste time and, for the physicians we serve, there’s nothing more precious than time with their family and their patients. From our perspective, subscription fees give us the ability to earn a stable salary so we can feel comfortable putting our hearts and souls into the work we do.

How long is the service agreement?
As long as you want it to be! We work on a month by month, pay-as-you-go basis. While we hope to serve you for years to come, you can cancel your subscription any time by phone or email.

More questions? Schedule an interview.