Everyone Starts Out With A $0 Discovery Session + Basic Access To Our Software.
Flat & Personalized Fee
We charge a flat & personalized fee between $500, $1,500, & $5,900 depending on you financial planning needs. About 75% of clients select on-going planning which starts at $49/Mo.
Better Advice + Better Planning Tech
We are not a money management firm. We focus on advice only financial planning with professional advice paired with on-going tracking so you can easily accomplish your goals.
You Manage Your Own Money
With DocWealth you are in complete control. We provide our clients with a path to goal completion but the client can choose how they follow that path. We are education & professional planning focused.
Quick Note: DocWealth is for healthcare professionals who are serious about making the most of their money with advanced planning, savings, and wealth growing expertise but who care about maintaining control. Our prices reflect this value offering and the hours of man power and technology that goes behind making each one of our clients successful. Traditional planning firms who give less value and little control charge on average 300% DocWealth’s fees on an annual basis. All fees can be broken down into smaller payments to fit within your strategy.
Holistic Financial Plan
Starting At $3,500 (One-Time.)
Create the perfect plan to grow and protect your wealth while accomplishing your custom financial goal along the way.
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Run complex investment scenarios and weigh different levels of risk against investment options.
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Build a long-term tax savings strategy within your investment portfolio and beyond.
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Create a YoY projection chart to keep you on track to meet your personal financial goals.
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This is a fully personlized and concierge service no matter your purchasing, investment or future financial endeavors.
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Protect and safeguard your wealth for those who matter most both today and into the future.
Ten-Step Financial Plan
Starting At $1,499 (One-Time.)
A plan designed for practice and business owners to help them grow and eventually sell their business.
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Meet An Advisor, Set Your Goals & Get Access To Our Planning Software.
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Get a Holistic & Personalized Financial Plan specific to your needs & goals, built by our assigned Advisor.
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Run complex scenarios for the future economy, purchasing behavior, investments, dream purchases & much much more.
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Build a savings & retirement plan to maximize your financial security now and into the futre.
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A plan for all the things that will make you successful.
Single Focus Plan
Starting At $499 (One-Time.)
A single focus plan to help you navigate one of the following student loans, retirement, or investments.
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Meet a Certified Financial Planner and talk about your personal financial goals.
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Whether you have simplified goals like retirement or complex goals like opening your own practice or starting a new career. We can show you how to get there.
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We will look at your financial circumstances as a whole so that we can create the very best strategy.
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Build a strategy with your DocWealth Advisor to accomplish your plan, save money & build better finances.
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Track your plans progress and stay on trac through DocWealth.
Not sure which planning structure is right for you? No worries your DocWealth Advisor will break down the options for you and give you some free suggestions to start.
Early Career
Paying down debt & finding savings opportunities.
Building liquidity.
Setting up income protection.
Goal planning for the future.
Mid-Career
Establishing safety nets.
Exploring tax benefits & investing.
Growing your wealth.
Retirement & family planning.
Late-Career & Retirement
Optimizing savings strategy.
Late career goal planning.
Retirement planning.
Estate, Healthcare & Legacy.
The Top Educated & Certified Financial Professionals.
Guaranteed.
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.
On-Going Financial Guidance & Technology
Get on-going advice from your Advisor & watch yourself get closer to your financial goals from the palm of your hand with technology built to make you successful.
Starting At $49/Mo
The Results:
All Debt
Our clients pay an average of $67,512 - $112,546 less in debt over the course of their loans, student loans and credit card payments.
Reach More Goals In Less Time
With the right financial plan our clients are able to reach their financial goals 3 - 5 years faster than they would without a plan.
Better Investments
With a strategy built to mitigate investment risk, our customers are keeping more of their income and losing less on low value investments. (By not making them.)
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
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