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Wealth Diagnostic

Start With A Plan

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.

Find potential millions of dollars in missed opportunities

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:

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Find savings on insurance premiums

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Identify tax savings opportunities

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Uncover ways to optimize your investment strategy

How It Works

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.

See how the Wealth Diagnostic can help you plan for:

Updating an estate plan for the first time in 10 years

Years of Practice:

36

Specialty:

Oncology

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.

The Earned Difference

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Broker-DealersRobo AdvisorsDIY Investors

Physician-specific guidance that evolves across career and life stages

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Fiduciary not paid commission on product sales

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Personal financial planning with CFP® Professional

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Sophisticated tax-smart strategies to optimize outcomes

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Access to premier private investments, for qualified investors

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Comprehensive offering including tax and estate planning

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Transparent fees

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All-inclusive mobile app to track your investments

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High Capability

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Partial Capability

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Limited/No Capability

Frequently asked questions

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.

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© 2024 Noho Financial Inc

30 Cooper Square, 10th Floor, New York, NY 10003

Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.