Whether you just finished training, all settled in your practice or real busy raising a family,
Physician Family has a service plan to help you become financially secure. 

Advice You Can Grow On

You need to get on track
but you need a little help.

Get STABLE


STABLE

$165 per mo

 

Stable is a good place to start.

 
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Student Loan
Advice

  • Repayment options
  • Refinance & consolidation
  • Forgiveness & PSLF advice
 
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Cash Flow
Advice

  • Budget setup
  • Emergency fund planning
  • Banking guidance
 
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Insurance
Advice

  • Life insurance planning
  • Disability insurance guidance

You know what you want
but you're not sure what to do.

Get SERIOUS


SERIOUS

$285 per mo

 

Serious is Stable plus…

 
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Retirement
Planning

  • Written  plan for retirement
  • Asset allocation for retirement
  • Tax reduction strategies
 
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Home Purchase
Planning

  • Mortgage selection
  • "Doctor loan" guidance
  • Relocation advice
 
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College
Planning

  • Written  plan for  college
  • Asset allocation for college
  • Tax deduction advice

You know what to do
and you want a pro to do it for you.

Get SECURE


SECURE

$415 per mo

 

Secure is Stable and Serious plus…

 
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UNLIMITED
INVESTMENT AccounT
Management

  • Truly unlimited: No asset-based fees
  • IRA, 401k, 403b, HSA & self-employed retirement account management
  • 529, ABLE, UTMA account management
  • Trust, joint & individual taxable account management
  • Account rebalancing
  • Tax-loss harvesting

Investment Account
Administration

  • Backdoor Roth IRA setup
  • Account consolidation/cleanup
  • Signature-ready account paperwork
 

ALL SERVICE PLANS INCLUDE

 
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Certified Financial Planner™

Get personalized guidance from an experienced financial advisor who understands the unique demands of practicing medicine while raising a family.

 
 
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Secure Online Chart

Our Electronic Financial Record (EFR) lets you track spending, get organized and see all your financial accounts in one place, updated automatically.

 
 

Frequently Asked Questions

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. Once you become a client, we will hold a Goal Setting 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.

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 email or by phone.

What's the next step?
It’s easy! Schedule an interview.

More questions? Contact us.