MONTHLY SUBSCRIPTION INCLUDES:
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
Spot small problems before they become big ones
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
Get ready to meet the markets
Risk Profile Report
Asset Allocation Recommendation
Investment Policy Statements
Save taxes, time and trouble by delegating the details of...
Account Consolidation & Maintenance
Securities Selection & Trading
Tax Loss Harvesting
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...
Mortgages & HELOCs
Self-Employment & Locums
Social Security & Medicare
WHAT'S NOT INCLUDED
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've got your back
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.