YOU WILL NEED A GUIDE
WE KNOW THE JOURNEY OF A PHYSICIAN
AND WHAT THEY WILL NEED ALONG THE WAY
We take care of you through every stage of your career path.
From the earliest days of medical school, through the last day in practice, a physician’s financial life is one of transitions. Identifying those transitions in advance illuminates opportunity and mitigates risk. We know the physician’s financial path and how to guide you through it.
“ALL YOU NEED IS THE PLAN, THE ROAD MAP
AND THE COURAGE TO PRESS ON TO YOUR DESTINATION.”
“THE ROAD LEADING TO A GOAL
DOES NOT SEPARATE YOU FROM THE DESTINATION;
IT IS ESSENTIALLY A PART OF IT.”
THE INTEGRATED WEALTHCARE JOURNEY
What you will experience from the professionals at Integrated WealthCare.
We will listen, seek clarity, and apply our experience to develop ideas and options that address your unique considerations.
We will bring in or work with your existing professionals to integrate the tax, legal, and financial facets of your plan.
We will establish benchmarks and metrics for measuring success, by objective and in aggregate.
We will prepare an initial solution that outlines your objectives and how they all work together as part of a larger plan.
We will develop a written action plan with deadlines, deliverables, and responsibility for who does what in each area that requires action.
We will schedule regular sessions to review, as dictated by your needs, quarterly, semi-annually, or annually, as appropriate.
WE TAKE CARE OF YOU THROUGH EVERY STEP OF YOUR JOURNEY
SO YOU CAN TAKE CARE OF THEM THROUGH EVERY STEP OF THEIRS