A Healthy Future

We help medical professionals – fellows, attendings, practice owners and those recently retired – live joyfully by investing wisely

What We Do

As financial specialists focused on physicians, we support you inside and outside your practice.

  • Help you envision the practice you want to build and the life you want to lead
  • Develop a financial game plan to identify the steps needed to achieve your vision while anticipating risks along the way
  • Construct and manage an investment portfolio to create the financial freedom needed to fund your game plan
  • Provide ongoing coaching to help make sure you stay on track
  • Prepare for unique needs, including putting practice real estate to work and planning for significant tax bills

Our Approach

Throughout the different stages of your medical career, we walk you through a logical yet flexible methodology so that you can make informed decisions.

  • Envision

  • Plan

  • Invest

  • Coach

    Practice Owner

  • Envision

    • Review practice cycle
    • Discuss life priorities
    • Consider return on life
  • Plan

    • Create savings plan
    • Define succession plan
    • Determine practice valuation
  • Invest

    • Build investment income stream
  • Coach

    • Educate practice owner
    • Support financial decision making

    Practice Seller

  • Envision

    • Define long-term role
    • Envision life after sale
    • Consider return on life
  • Plan

    • Create life budget
    • Discuss estate planning
    • Guide family planning
  • Invest

    • Replace practice income with investment income
  • Coach

    • Support selling process
    • Educate and support family

    Fellow/ Attending

  • Envision

    • Determine personal/professional priorities
    • Explore practice ownership and career growth
  • Plan

    • Create budget
    • Identify/assess personal risk
    • Advise on estate plan
  • Invest

    • Begin investing to replace income in retirement
  • Coach

    • Educate about financial decisions
    • Support follow-through

your medical investment team

Our team is experienced in and dedicated to serving the distinct needs of medical professionals.

For press inquiries or to request copies of recent press releases, please contact us. We welcome the opportunity to speak with media.