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For Doctors Only

Listen to Johanna’s podcast with Michael Kitces about our physician niche!

Our Process

At FWM, our wealth management services are plan-driven. Just as you wouldn’t write out a prescription or recommend a course of treatment before making a diagnosis, wealth management is not a one-size-fits-all or rule-of-thumb solution. We never make a recommendation without a “diagnosis”, nor do we invest your money without having an intimate understanding of your money history and concerns.

And just as the patient wants to understand her doctor’s diagnosis and treatment plan, we stress education to allow you to participate in making financial decisions. Once we agree on a plan of action, we are then able to employ your resources to their best advantage to accomplish your financial objectives.

Our Fee-Only Financial Planning process encompasses:

  • A series of in-depth meetings and discussions designed to draw out and articulate the concerns and issues you want addressed, focusing on your short-term goals and long-term objectives
  • Review and analysis of key documents such as wills, trusts, tax returns, contracts and insurance policies along with financial recommendations, where appropriate
  • A plan, including optional “what if” scenarios, designed to serve as the road map to accomplish your short-term and long-term goals
  • Periodic strategic reviews, maintenance, and modifications to your plan and portfolio (Comprehensive Flat Fee Planning)

Clients can choose from the following Flat-Fee services:

Year-round Comprehensive Planning, a retainer service that includes investment management.

One-time Financial Checkup, an exhaustive review of your current financial situation. Your Financial Checkup can be a one-time engagement or repeatedly annually.

 Want to know more? Schedule an appointment today!