“As a physician we spend a large portion of our lives learning about medicine, but unfortunately we did not receive a lot of financial education. I have met several older physicians that are still working because 'I did not plan correctly.' The earlier the better. I joined with IM Wealth directly out of residency, and we have such a solid plan that several of my colleagues do not have.
IM Wealth has had a huge impact on our lives. Jeff has helped us make very important and difficult investment and lifestyle decisions that we would have not been able to make on our own by providing unbiased and realistic input. This has allowed us to live our life in a meaningful and sustainable way. Our financial outlook on life has completely changed.”
— Colin & Amanda Seguin
The statement was provided 12/14/2022 by Amanda & Colin Seguin who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success.“After residency, we wanted to get a better grasp of our financial status and a stronger idea of how to reach our goals in the future. During our process, James and Jeff worked hard to get to know us as people before even touching our financial goals. They appreciated our own priorities, our focus on our children, and knew that trust and open communication were valuable to us.
After getting to know us, they have provided us with so much information that makes us more confident and capable in our financial goals. We not only feel like we have a strong understanding of where we are financially, but we have more flexibility with our finances than we expected when meeting with a fiduciary.
Having gone from med school and residency with little money to having extra money in our paycheck, we knew it was important to play catchup on our financial goals. However, our goals combined with our student debt seemed unmanageable and overwhelming. We wanted a flat-fee advisory relationship so that our communication could be the focus and we could look at our entire financial plan (loans included). We weren't looking for someone who would push us to invest before we were ready and keep pushing.
IM Wealth has done exactly that and understood our background completely. After sitting down with James and Jeff, we had a direction. We also had time frames, which relieved so much of our financial stress. It felt as if a huge weight was lifted and we had financial plans that were within reach. As we move forward in our jobs and families, we are at ease knowing that we have knowledgeable people who can help guide any financial worries we have and who know us as individuals with our own specific goals. We look forward to meeting and exceeding our goals for our family; knowing it's reachable is worth its weight in gold. We can't thank IM Wealth enough!”
— Scott & Selena Cressman
The statement was provided 6/8/2023 by Scott & Selena Cressman who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success.