You’ve Done Everything Right.
So Why Does Your Money Still Feel So Out of Control?
Years of education and training have made you an exceptional physician. But dealing with the financial burdens of a medical family never made it into the curriculum.
In just 45 minutes, you'll gain the clarity, confidence, and direction that's helped more than 85 physician families finally feel in control of their money.
What Physicians Are Saying:
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Andrew and Taylor Schanda, DO Air Force, General Surgery
Highly recommend it, especially if you are like me and don’t have the time or patience to figure out for yourself the best way to manage your money.
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Laura and Tim Burton, MD - Trauma Surgery
It is worth doing if you are able to be honest with yourself, your partner and the IM Wealth team about strengths and weaknesses and finances. We have learned A LOT about finances but also ourselves through this process and it has been a lot of work but 100% worth it.
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Lyndsay and Michael Hodde, DO Interventional Spine and Musculoskeletal Medicine
It’s a no brainer. IM Wealth has far exceeded expectations and, in time, will more than pay for their services through increased wealth given their guidance.
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Jessicah Respicio, MD Trauma Surgery
I would 1000000% recommend it, it is truly one of the single best calls I have ever made.
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Rachel Carlson, DO Air Force Pediatrics
If you are considering it, join! James is trustworthy and genuine. He will help you organize your finances in a way that is tailored to you and your family's priorities.
If you've ever caught yourself thinking:
"I should know how to do this..."
You're exactly who we built this diagnostic for.
✓ You're a physician family and despite a $500k+ household income or $1M+ in assets, you're still wondering: "How do we not feel more in control?"
✓ You've built a successful career... yet no one taught you how to build a coordinated financial life.
✓ You're tired of wondering whether you're making the right decisions around taxes, investing, student loans, insurance, or retirement—and you want clarity from someone you can trust.
✓ You want a trusted fiduciary who helps carry the mental load so you can focus on what matters most.
✓ Deep down, you're not looking for another opinion. You're looking for confidence that your financial life is finally moving in the right direction.
✓ You've caught yourself thinking: "I should know how to do this". But between medicine, family, and life, you haven’t had the time or framework to put all the pieces together.
What You’ll Get at the Financial Wellness Diagnostic:
How the Financial Wellness Diagnostic Works
A simple process designed to give you clarity, not pressure.
Step 1: Tell Us About You
Complete the brief form so we can learn a little about you, your family, and what's prompting you to reach out. It only takes a minute.
Step 2: Your Introductory Call
An IM Wealth team member will reach out for a quick conversation to answer your questions, understand your goals, and make sure the Financial Wellness Diagnostic is the right next step for your situation.
If we believe we can we can help, we'll invite you to schedule your free Financial Wellness Diagnostic.
Step 3: Build Your Financial X-Ray
Before your huddle, you'll complete a physician-specific intake and your Financial X-Ray™ so we can understand your complete financial workup before making recommendations.
Just like great physicians don't prescribe before making a diagnosis, we don't believe in giving financial advice before understanding your complete financial picture.
Step 4: Your Financial Wellness Diagnostic
Meet one-on-one from the comfort of your home with a physician-specific fiduciary advisor for a personalized 45-minute conversation.
Together, we'll uncover what's working, identify what deserves immediate attention, and build a clear plan for what comes next.
You'll leave with greater clarity, confidence, and direction, whether you decide to work with us or not.
No pressure. No commissions. No products to buy.
“IM Wealth has had a huge impact on our lives… 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… 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 DO
This 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. For additional reviews, search us wherever local businesses are reviewed.
What working with IM Wealth looks like in real life:
Frequently Asked Questions
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No. This is a diagnostic conversation designed to give you clarity and direction. If it makes sense to work together, we’ll discuss options—but there’s no pressure to move forward.
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The diagnostic works best for physicians and physician households earning strong income (typically $500k+ combined) who are navigating meaningful financial complexity OR retired physicians with $5M+ in assets.
That often includes:
• Dual-physician families
• Physicians with 1099 or locums income
• High-earning specialists
• Households balancing multiple accounts, benefits, loans, and long-term planning decisionsJust as important: the families we serve best are aligned. Both partners are committed to building a clear, coordinated financial strategy.
If that sounds like your situation, this is likely a strong fit.
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This diagnostic may not be a fit if:
• You’re looking for stock picks or short-term investment tips
• You want a product recommendation rather than a coordinated plan
• You prefer to manage every detail yourself without outside guidance
• You are early in training without meaningful income or complexity yetThis session is designed for physicians who want structure, clarity, and a fiduciary partner not just information.
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Very little. After submitting the form and determining it’s the right fit, we’ll guide you through a short intake and Financial X-Ray so we can make the most of our time together.
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Yes. There’s no cost and no obligation. Our goal is to provide clarity first.
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You’ll walk away with clarity on where you stand and what your next best steps are. If it makes sense, we can outline ways to continue working together and if not, you’ll still leave with value.
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Yes. Many physicians we work with already have an advisor but want a second opinion, better coordination, or a fiduciary who aligns more closely with their goals.