Financial Advice


per month

$300/mo for First Year Attendings
$150/mo for Interns & Fellows



Your Own Certified Financial Planner™

Get on track with the help of a dedicated fiduciary who comes to know you and your family as individuals

Electronic Financial Record (EFR)

See your financial life clearly

Personalized Financial Plans

Find out how you can…

Survive a Financial Emergency
Pay Off Student Loans
Own a Nice Home
Retire When You're Ready
Afford a Good College
Take Care of Your Parents
Retire Withut Running Out of Money

Investment Guidance

Get ready to meet the markets

Asset Allocation Recommendation
Investment Policy Statements

Portfolio Management

Save taxes, time and trouble by delegating the details of...

Account Consolidation & Maintenance
Securities Selection & Trading
Account Rebalancing Tax Loss Harvesting
Performance Reporting

Annual Checkups

See your progress and make adjustments to stay on track

UNLIMITED Followup Visits

Get the help you need when you need it by asking us about...

Student Loans Income Taxes
Mortgages & HELOCs
Disability Insurance
Self-Employment & Locums
Practice Buy-Ins
Banking Budgeting
Charitable Giving
Life Insurance
Estate Planning
Social Security & Medicare


  • No hidden fees: What you see is what you pay
  • No asset-based fees: Keep more of what you earn
  • No hourly charges: Get all the help you need
  • No separate plan charges: Your financial plan is included
  • No long term contracts: Cancel any time
  • No minimum investment: All doctors served, including those in debt
  • No conflicts of interest: We are obligated to act and recommend in your best interest

Frequently Asked Questions

Is your service right for me? If you are a physician who needs a real financial plan and wants a skilled professional to help put that plan into action, Physician Family is for you. Our service is purpose-built to help you achieve financial security, which means having all the money you need when you need it.

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. This way, you know the advice you receive is intended for your benefit.

When will you begin charging me? Your Initial Visit is free. Once you become a client, we will hold a Welcome Visit and that’s when we charge a fee that’s prorated for the first partial month. After that, we collect fees by ACH bank draft on the first business day of the month for which services will be rendered.

Can I pay with my credit card instead of ACH? We believe that becoming financially secure means moving away from debt, so we do not accept credit cards.

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 one monthly 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. 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 for you.

How long is the service agreement? We work on a month by month basis. While we hope to serve you for years to come, you can cancel your engagement with us at any time by email or by phone.

Is there a penalty for cancellation? No. There is no cancellation fee.

More questions? Contact us.