How We Help
Partner with an Earned Advisor to assess your financial health across investing, tax planning, insurance, income and debt management, and trust and estate. Our initial three-month engagement will culminate in a wealth playbook that we'll deliver and you'll execute.
We use our proprietary Physician Wealth Playbook to examine your financial wellness across 7 wealth pillars and create a plan to help you optimize your net worth. Here are some of the things we can do for you:
Find savings on insurance premiums
Identify tax savings opportunities
Uncover ways to optimize your investment strategy
Over 90 days, your dedicated Earned Advisor will deliver a personalized financial plan and investment strategy, charting a path for you to reach your goals.
We’ll start by collecting important information by reviewing financial questionnaires, tax returns, bank accounts, and credit cards.
Your Earned Advisor will use this data to analyze your baseline financial plan, with an initial focus on your personal investing and tax plan.
Together, you’ll complete an initial review of their findings and confirm your personal preferences, like risk tolerance, before moving forward.
Your Earned Advisor will design your personalized investment plan to align with your financial plan. In it they’ll recommend your optimal portfolio allocation including custom indexing and private investments.
Years of Practice:
This physician hadn’t thought much about her estate plan in almost 10 years - leaving out crucial considerations related to changes in her family structure. Our advisors suggested she consider the creation of a temporary, notarized will to safeguard that, in the event of any unforeseen circumstances before the trust is updated, her assets are designated for her wife.
Scenarios presented are for illustration purposes, are not an actual client and may not be typical of all clients. Individual results will vary.
Physician-specific guidance that evolves across career and life stages
Fiduciary not paid commission on product sales
Personal financial planning with CFP® Professional
Sophisticated tax-smart strategies to optimize outcomes
Access to premier private investments, for qualified investors
Comprehensive offering including tax and estate planning
All-inclusive mobile app to track your investments
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.