Frequently Asked Questions

Have more questions? Contact us.

We are a fee-based financial planning firm, and our goal is to create an all-encompassing experience for our clients. To that end, we offer disability insurance in-house, and have access to other insurance providers to ensure we’re getting the financial advice, nice expertise, and insurance coverage that our clients need.

We are a fiduciary financial advisor – we are legally bound to put your best interests ahead of our own. Always. Much like you took a Hippocratic oath, we take our fiduciary duties very seriously. 

We have flagship offices in Nashville, Fort Wayne, and Indianapolis – but have advisors working virtually across the United States. We pride ourselves in being able to work with clients nationwide. 

Absolutely! Even if you’re close to one of our offices, we know life gets busy – especially for a physician like you. We have a suite of tools that allow us to meet and exchange information virtually on a secure platform.

We focus on helping our clients through our end-to-end financial planning process that focuses on the core areas of your financial life – your values, finances, investments, and risk mitigation. This is a 360(degree) process that allows us to get a comprehensive overview of your financial life as it stands right now, and proactively plan for a healthy financial future. We kick off an ongoing relationship once our clients move through our 4-meeting financial planning program. Learn more about our services by clicking here. 

Want to Learn More?

We’d love to hear from you. Schedule a call with us today to learn more about how we help physicians move the needle in their financial lives.