Get on track…


STABLE

$165 per mo

 

Stable is a great way to start building financial security

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CASH FLOW
PLANNING

  • Learn to bank the smart way

  • Earn more interest & avoid fees

  • Make saving easy & automatic

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EXPENSE
PLANNING

  • See where your money goes

  • Find out how much you can save

  • Increase marital money harmony

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EMERGENCY FUND
PLANNING

  • Be ready when "bad things" happen

  • Know how much you need to set aside

  • Feel confident and stable

STUDENT LOAN
PLANNING

  • Understand your repayment options

  • Cut your interest payments

  • Get out of debt faster

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DISABILITY INSURANCE
PLANNING

  • Make sure you have the right insurance

  • Avoid disastrous gaps in coverage

  • Gain objective advice while you shop


SERIOUS

$285 per mo

 

Serious is Stable plus goal-based planning

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COLLEGE FUND
PLANNING

  • Learn how to reduce the cost of college

  • Find out how much and where to invest

  • Make sure you can afford the education they deserve

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RETIREMENT FUND
PLANNING

  • Save taxes while you save for retirement

  • Find out how much and where to invest

  • Be ready to retire on your own terms

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HOME PURCHASE
PLANNING

  • Find out how much you can truly afford

  • Choose the right mortgage

  • Avoid costly mistakes other doctors make

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LIFE INSURANCE
PLANNING

  • Know how much is enough for your family

  • Save money by buying the right coverage

  • Avoid sales pitches & get real advice


SECURE

$415 per mo

 

Secure is Serious plus unlimited investment advice

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INVESTMENT
GUIDANCE

  • Get specific mutual fund recommendations

  • Gain advice for any account anywhere

  • Avoid costly asset-based fees

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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

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ESTATE
PLANNING

  • Keep estate taxes in check

  • Avoid post-mortem family feuds

  • Reduce legal fees by being well-prepared for your attorney


…and STAY on track!

At no additional cost, all service plans include:

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CERTIFIED
FINANCIAL PLANNER

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

CAPTION

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 and the worlds of money and medicine change.

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UNLIMITED
FOLLOWUP VISITS

Stay in touch with us by phone, text, email or videoconference anytime you bump into new financial issues 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 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 First Planning 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.

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

More questions? Contact us.