You’ll work with an Earned Advisor, who is a dedicated CERTIFIED FINANCIAL PLANNER™ professional. As a fiduciary, your Advisor is legally obligated to act in your best interest, as the client. Advisors are incentivized on client happiness and never paid commissions on specific products.

We will provide you with a step-by-step guide on how to implement improvements in career/compensation, tax planning, investments, estate planning, cash management, and debt management. Your dedicated Earned Advisor will discuss these findings with you via a virtual meeting. Afterward, we will provide you with a copy of your personalized plan.

The Wealth Diagnostic is ideal for doctors managing their own finances and looking for fresh ways to improve their financial outcomes. It also could be useful for doctors with existing advisors looking for a second opinion to determine if they are missing opportunities to optimize their wealth potential.

We make this process simple and easy for you. First, we will have an introductory 30-minute meeting to understand more about your financial circumstances and goals and to give you access to the Earned App. Next, we ask you to upload your investment statements, tax returns, insurance policies, and estate plan documents to our secure document vault in the Earned App. Then, your Earned Advisor will get to work building your plan and identify opportunities for improvement. At the end of this process, you will meet virtually with your Advisor to review our findings.

Start by scheduling an initial consultation. If you would like to proceed, we will collect payment via credit card and get to work on your behalf, charting your personalized path to optimizing your wealth.