You’ve Done Everything Right.

So Why Does Your Money Still Feel So Out of Control?

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.

I'M READY TO TAKE CONTROL

You’re not behind. You’re just operating without a clear system.

They did it. So can you.

“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 try and 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. 

What You’ll Get at the Financial Wellness Diagnostic:

I'M READY TO TAKE CONTROL

Here’s what to expect

A simple, physician-specific process designed to respect your time and 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 own 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.

Just honest guidance designed to help you take control of your financial life.

I'M READY TO TAKE CONTROL

Frequently Asked Questions

  • 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.

  • The diagnostic works best for physicians and physician households earning strong income (typically $500k+ combined) who are navigating meaningful financial complexity.

    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 decisions

    Just as important: the families we serve best are aligned. Both partners are committed to building a clear, coordinated financial strategy — not just looking for quick answers.

    If that sounds like your situation, this is likely a strong fit.

  • 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 yet

    This session is designed for physicians who want structure, clarity, and a fiduciary partner — not just information.

  • Very little. After submitting the form, we’ll guide you through a short intake and Financial X-Ray so we can make the most of our time together.

  • Yes. There’s no cost and no obligation. Our goal is to provide clarity first.

  • 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.

  • 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.