You’ve Done Everything Right.
Your Money Still Feels Like Chaos.
As a physician, your financial life is more intense, more nuanced, and more demanding than anyone ever prepares you for.
In just 45 minutes, we’ll show you exactly what's causing the overwhelm — and how to take control from a team that coaches over 90 physician families with their money.
👩⚕️👨⚕️ Built exclusively for physicians — especially dual-physician couples balancing two demanding careers.
What Physicians Are Saying:
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Andrew and Taylor Schanda, DO Air Force, General Surgery
What was your biggest struggle before you began working with IM Wealth?
Anxiety about my finances. I had an avoidant mindset and thought that if I could avoid talking or thinking about my finances then they wouldn’t be a problem. But I didn’t know how to set up retirement accounts, college funds, or even the best way to start saving or investing my money.
What is the single most positive change you have experienced from working with IM Wealth?
I feel a sense of peace about my money. I know I have different pots of money for various things- savings, college funds, retirement, investments- and that means I can rest easy knowing it’s going towards something important and not just sitting in an account. How have we been able to empower you to take control of your money and grow your financial confidence?
Because I know my money is being managed appropriately and going to the right places, I feel more comfortable spending what’s left on other things such as vacations or “fun” purchases without guilt.
How have we been able to continually earn your trust? We’ve built a great relationship with James and Jeff and they’ve been honest with us through every step, even holding us accountable when it is needed.
How is life different for you (and your family) as a result of our Journey together?
We know exactly where our money is going and that also gives us the flexibility to spend money on other things without feeling guilty. I feel secure knowing that we have an emergency savings fund, life insurance, and retirement accounts set up.
What would life feel like WITHOUT this relationship? I would have a lot more anxiety about finances and have no idea where I stand as far as what retirement looks like.
Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?
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.
This statement was provided on March 17th, 2025 by Taylor and Andrew Schanda 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. -
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Laura and Tim Burton, MD - Trauma Surgery
What was your biggest struggle before you began working with IM Wealth?
Knowing what to put cash flow toward and starting investments for our future goals.
What is the single most positive change you have experienced from working with IM Wealth?
We have a better understanding of what funds go to which accounts and more comprehensive future planning for retirement.
How have we been able to empower you to take control of your money and grow your financial confidence?
We have better money management now and a more comprehensive plan for paying down debt, student loans and also saving and investment accounts. We feel much more prepared for future plans like purchasing a home and eventually retirement.
How have we been able to continually earn your trust?
We appreciate all the meetings and emails to keep us accountable. Any time we have a question or concern, we always get a quick response or can set up a meeting or phone call to talk things through.
How is life different for you (and your family) as a result of our Journey together?
We are much better prepared for our future goals without having to worry as much about the day to day affordability and planning of everything.
What would life feel like WITHOUT this relationship?
It would definitely be much more stressful! We really appreciate this community and the connections we have gained through IM Wealth. It has become our safety net whenever we have a question or concern regarding finances.
Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?
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.
This statement was provided on September 6th, 2025 by Tim and Laura Burton 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. -
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Lyndsay and Michael Hodde, DO Interventional Spine and Musculoskeletal Medicine
What was your biggest struggle before you began working with IM Wealth?
Clarity in the vision.
What is the single most positive change you have experienced from working with IM Wealth?
Increased clarity and an unwavering support for our growth mindsets and using our finances in a purposeful way to empower our ongoing growth journey.
How have we been able to empower you to take control of your money and grow your financial confidence?
You have increased my ability to see money as the tool it is, and to not be afraid of using it in positive ways, not only to further my financial goals, but to enrich my life and those that I have in it.
How have we been able to continually earn your trust?
Every huddle we have has been so beneficial, even beyond the pure numbers and finances. Each encounter has left us feeling more excited and empowered to pursue our goals.
How is life different for you (and your family) as a result of our Journey together?
I’m far less “scared” of money and I feel more excited and energized in our goals and how we’ll attain them. It has been far less stressful knowing I have IM Wealth in the background working with me.
What would life feel like WITHOUT this relationship?
Far more disorganized and unstructured.
Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?
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.
This statement was provided on February 8th, 2025 by Lyndsay and Michael Hodde 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. -
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Rachel Carlson, DO Air Force Pediatrics
What was your biggest struggle before you began working with IM Wealth?
I struggled with making time to organize my finances amidst a busy work schedule
What is the single most positive change you have experienced from working with IM Wealth?
The most positive change I have experienced working with James is how he has helped me prioritize and organize my finances based on what is most important to me in the now and in the future
How have we been able to empower you to take control of your money and grow your financial confidence?
James has helped me to feel so much more confident in managing my finances and easing anxieties about my financial health
How have we been able to continually earn your trust?
James always starts by focusing or refocusing on what is most important to me and my life, he helps me to never lose sight of what my own priorities are in life and in turn finances
How is life different for you (and your family) as a result of our Journey together?
I feel confident that I am in a financially healthy position, which is something I always felt anxious about before working with James
What would life feel like WITHOUT this relationship?
Time consuming stress and anxiety over money
Knowing what you know today, what advice would you give to someone who is considering joining our community RIGHT NOW?
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.
This statement was provided on January 26, 2025 by Rachel Carlson who is a client. 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.
Who This Financial Wellness Diagnostic Is For
This diagnostic is for physicians and physician families who are doing everything “right” on paper — but want clarity, confidence, and a trusted fiduciary partner to help them take control of their financial life without carrying the entire load themselves.
You’ll feel right at home if…
• You’re a physician household — single-physician, dual-physician, or a physician with 1099/locums income — earning $500k+, yet still wondering: “How do we not feel more in control?”
• You’re proactive and responsible…
but you want nothing to do with managing your money.
You want real guidance — not another thing to manage.
• You’ve saved well, done your best, and checked all the boxes…
but everything still feels scattered, uncoordinated, or unclear.
• You’re juggling call, charts, patients, kids, leadership roles, relationships — and the mental load of money feels impossible to keep up with.
• You’ve tried to DIY parts of your financial life, but the complexity has grown past what feels realistic or sustainable.
• You’re afraid you’re missing something important — taxes, investments, protection, planning — and you want clarity now, not someday.
• You’ve been burned by advisors in the past (or heard horror stories) and want a fiduciary who sits on your side of the table.
• You don’t fully trust yourself to get it all done — not because you’re incapable, but because your life already demands everything from you.
• Deep down, you know you’ll feel more aligned, more confident, and more in control with a done-with-you or done-for-you approach.
What you’'ll get at the financial wellness diagnostic
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A Snapshot of Your Current State of Financial Health
A clear, judgment-free picture of what’s working, what’s missing, and where to focus first — without overwhelm or noise. -
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Personalized Fiduciary Feedback (Not a Sales Pitch)
Real guidance from a fee-only fiduciary who specializes in working with physicians and sits on your side of the table — not someone paid to sell products or push commissions. -
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Clarity on Your Next Best Steps
Exactly what to prioritize next — whether that’s cash flow, investing, taxes, student loans, benefits, or 1099 income — and why. -
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The Money Mastery Playbook
A physician-specific framework that brings together the core principles we teach around cash flow, investing, taxes, protection, and long-term planning — so you can see how everything fits together. -
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Your Financial X-Ray™
We help you organize the dozens of accounts, benefits, and moving pieces in your financial life into one clear, coordinated view. -
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Confidence You’re Not Missing Something Important
Peace of mind knowing whether there are blind spots around taxes, investing, protection, or planning — and what actually deserves your attention right now.
How the Financial Wellness Diagnostic Works
Step 1: Book Your Diagnostic
Schedule a 45-minute Financial Wellness Diagnostic at a time that works for you.
No pressure. No obligation. No prep required beyond a short intake.
Step 2: Complete a Short Intake + Financial X-Ray
We’ll ask a few focused questions and help you connect your accounts so we can understand your full financial picture.
This allows our time together to be spent on clarity — not data gathering.
Step 3: Your 45-Minute Guided Diagnostic
We walk through your financial landscape together and help you:
• Understand what’s working
• Identify what’s missing or unclear
• Surface the few priorities that matter most right now
This is a diagnostic conversation — not a sales call.
“My wife and I are both physicians and have worked with Jeff and his team since 2016, starting during residency. We have enjoyed working with Jeff because he doesn’t push his dream on us; he helps us achieve our own dream.
I have never felt pressured to buy products from him or that I wasn’t fully in control of my money. He has taken the time to listen to our needs and helped us adjust our retirement strategy as our family has grown.
Jeff is not just our financial advisor, but someone who we consider a friend. We couldn’t have been on the path we are on to achieve financial independence without him.”
-JT & Jenn Carroll MD
This statement was provided 1/20/2023 by Jenn & Joseph (JT) Carroll 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.
"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/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 DO
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 p
Monet Goode
“It all begins with an idea. Maybe you want to launch a business.”
Channing Lee
Limited Enrollment
Limited Enrollment
✺ Frequently asked questions ✺
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.