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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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.
Andrew and Taylor Schanda, DO
Air Force, General Surgery
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“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
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“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
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“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
What you’ll get
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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.
What’s inside
Module 1
Maybe you want to turn a hobby into something more. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Module 2
Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Maybe you want to turn a hobby into something more.
Module 3
Maybe you want to turn a hobby into something more. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
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.