Wealth That Matters™
Empowering Women Physicians
You are Brilliant. You are Driven. You are Dedicated. You are Trailblazing. And yet you have likely been in a financial meeting and felt transparent. Or like you were invading the “ol boys club.” The truth is, this stuff isn’t surgery. It may not be what you do every day, but we know you are beyond capable of understanding your finances!
We designed our planning process to start with uncovering the purpose for your money. By starting with what’s important to you, we design a completely customized plan to balance your desires in the present with your dreams for the future. This empowers you to step into what we call “Wealth That Matters.”
Solutions Designed for You
Know Your Value
We will help you see the monetary value attached to your productivity. If your current income isn’t where it needs to be, our action plan will empower you to address the gap.
Disability Insurance for Female Physicians*
Female doctors are often charged more than male peers for the same coverage. We’ll help navigate the marketplace to protect your livelihood (and advise on when to apply to best avoid a pregnancy exclusion!)
“Wealth That Matters” Plan
We will create a planning experience as unique as you are. Together we will use your purpose and values as a compass to balance your desires in the present with your dreams for the future.
Invest with Finesse
Delicately balance your desire for safety with your need for growth. We’ll educate you to understand what you have, why you have it, and how it will help achieve your purpose.
*Insurance brokerage services are offered through Vestia Insurance, LLC, a separate company.
The Future is Female
Over half of new-to-practice physicians are women, yet the financial industry feels as if it were designed for men. Vestia™ broke the mold and designed our process for you. Our advisors are ambitious, brilliant women like you, along with men who understand women’s unique voice in the planning process. We have a heart for education over prescription, and our advisors work collaboratively with you every step of the way.
Let us help you step into confidence and peace of mind around the money you work so hard to earn!
Inspired to try physician specific planning designed by women, for women?