The #1 Financial Advisor For Healthcare Professionals

Holistic Financial Planning For Healthcare Professionals.

What is holistic financial planning?

A Holistic financial plan is a comprehensive roadmap that covers everything in your financial life including - funding your goals, retirement, healthcare, investments, savings, college savings, debt and taxes.

In other words a holistic financial plan is a personalized step-by-step guide that you can follow to reach your financial goals no matter what they are.

How it works.

  • To get started, simply sign up with DocWealth and begin setting up your account.

  • This is a pivotal step to building a comprehensive plan that will help you reach your financial goals.

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

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

What can you accomplish with a financial plan?

Run Advanced Investment Scenarios & Projections

Weigh your level of investment risk against historic investment data & projections from the top firms in the industry.

Why build a financial plan with DocWealth?

We’re experts in financial planning for healthcare professionals like you. We can help you navigate the complex financial questions in your life to maximize your financial opportunities and minimize your financial anxiety.

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.

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.