The #1 Financial Advisor For Healthcare Professionals

Financial Planning For All Healthcare Specialists

You Control Your Money.

Advice When You Want It.

No Hidden Fees.

Track & Accomplish Your Goals.

We Help Everyone In Healthcare Make The Most of Their Money.

Who Are You?

If you work with patients we work with you.

How it works.

  • Everyone starts with a session with a Certified Financial Planner™ to discover your financial goals & ask your financial question.

  • Every plan built is based on your personal goals or the things that you want to accomplish in your life.

  • Your Advisor will build you a holistic plan that you can follow to be delivered to you via our planning software.

  • Stay on track with your financial goals with a plan that updates intuitively with all of your accounts.

Our Trusted Advice Guarantees

We guarantee that all planning will be done by a Certified Financial Planner™ adapted to help healthcare professionals & business owners.

We are obligated by law to always act in the best interest of our clients when providing financial advice and planning expertise.

We guarantee that all our planning professionals have undergone specific education & training for advisory services in the healthcare industry.

Why build a financial plan with DocWealth?

We are a flat fee & advice only financial planning firm. We don’t collect commissions & we don’t manage money, so you get the best advice without the sales pitch.

You Control Your Money.

Advice When You Want It.

No Hidden Fees.

Track & Accomplish Your Goals.

Top Financial Opportunities For Healthcare Professionals 2024

Student Loan Forgiveness

Through Public Service Loan Forgiveness, New State Sponsored Forgiveness Programs & Wide Ranging Forgiveness For Medical Professionals On The Table, Student Loan Savings Is More Likely Than Ever Before.

Wealth Protection

Before you can think about growing your wealth in 2024 you first need to learn how to protect it. With DocWealth we emphasize risk management through better money and asset placement strategies.

Retirement

Retirement is the base for any healthcare professional whether you plan to retire in 5 years or 30 years. Retirement is more than planning for the end of you career. It’s established a savings & investment goal for life.

Build Your Own Plan & Make The Most of Your Money.

A Curated Strategy For…

  • It’s not all about what you make, poor budgeting can result in taking on bad debt and not making the most of your money.

  • Run an unlimited number of scenarios and see how they will effect your overall financial future. E.g. “What is the effect on the rest of my finances if I buy hat vacation home?”

  • We help you develop a strategy for your student loans. The average client saves $52,000+ over the course of their loan with one of our planners.

  • You probably don’t want to work forever. What does your life after you are done look like?

  • What will it take to open your own clinic? What does a lifetime of medical service look like for you?

  • We build you a plan for risk mitigation with your investments. A strategy meant to protect your money.

Transparent Pricing & Planning

We charge a flat-fee for all our financial planning services with 0 hidden fees or Advisor commissions to guarantee you are getting the very best advice without being charged the over priced fees of the other guys.

Track The Progress of Your Financial Plan In Real Time

Connect everything in one place to track & accomplish your financial goals using bank safe technology.

The #1 Financial Advisor For Healthcare Professionals

How Would You Like To Get Started?

Are we a good fit for you?

Free 1-on-1 advisor session

View Financial Plans

FAQs

  • Your first session with an Advisor can last anywhere from 20 to 45 minutes depending on the time you wish to spend with your Advisor.

  • You can have basic access to our planning software for free. A holistic financial plan starts at $1,500 and covers the entirety of your life and it’s varying goals.

  • Yes! Many of our clients choose to maintain a relationship with their Advisor through our monthly planning service for on-going advice and planning.

  • You do, we do not perform money management services, but empower our clients to manage their own money with a financial plan, advanced technology and the best advice.