Financial Planning for Physicians

Financial Planning for Physicians

Make confident money decisions

Make confident money decisions

Financial Planning for Physicians

Make confident money decisions

Reduce Complexity

Save Time

Sleep Better

Why Physicians?

Why Physicians?

Why Physicians?

When it comes to making financial decisions, many physicians feel unprepared to make these important decisions that affect their personal and business financial well-being now and in the future. Too often, they work with limited time constraints and financial education. Our core focus is to be physicians' trusted partner and leader of their financial team.

When it comes to making financial decisions, many physicians feel unprepared to make these important decisions that affect their personal and business financial well-being now and in the future. Too often, they work with limited time constraints and financial education. Our core focus is to be physicians' trusted partner and leader of their financial team.

Here's how we help

Here's how we help

PRIORITIZE

We assist you in getting crystal clear on what's important to you.

ORGANIZE

We'll organize your finances to give you clarity of your starting point.

DECIDE

We'll walk beside you aligning priorities with money.

Frequently Asked Questions

FAQ

Why should I hire you instead of another advisor?

Why would I even need an advisor? I can do most of this myself.

Why should I care that you have experience working with physicians?

How much money do I need to move to you to manage?

How are you paid?

You don't sell products?

Do you work with physicians nationwide?

If I want to move forward, what's the next step?

Have a question we didn't answer?


Send us an email at hello@collaborativeadvice.com

Have a question we didn't answer?


Send us an email at hello@collaborativeadvice.com

What are the next steps?

What are the next steps?

Step 1

Schedule

Schedule

Schedule

Schedule a free get-to-know-each-other visit via phone or Google Meet (your choice). These typically last 40 minutes to an hour.

Step 2

Visit

Visit

Visit

We discuss your situation to see if it makes sense to consider working together. We won't ask for or accept a commitment to work together at this visit.

Step 3

Think

Think

Think

Take some time to think about it, and we will do the same. We want working together to be a good fit for both parties.

Schedule Your Visit

© 2017-2024 Collaborative Advice. Advice offered through Collaborative Advice, a state Registered Investment Advisor.

© 2017-2024 Collaborative Advice. Advice offered through Collaborative Advice, a state Registered Investment Advisor.

© 2017-2024 Collaborative Advice. Advice offered through Collaborative Advice, a state Registered Investment Advisor.