A Gift from a Friend: Your FREE Financial Wellness Diagnostic

CLAIM YOUR GIFT

Valued @ $795.00
but for you, it’s FREE.

An IM Wealth client gave you a FREE Financial Wellness Diagnostic!

What You’ll Get

In one short session, you’ll receive:

✅ A snapshot of your financial strengths

✅ Identification of hidden gaps or risks

✅ 2–3 actionable steps to reduce stress and improve your finances immediately

Think of it as a quick check-up for your financial health — no jargon, no pressure.

WHY IT WORKS

Our clients are busy physician families just like you. They’ve found this diagnostic gives them clarity in minutes, often revealing opportunities they didn’t know existed.

"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
"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
"Understanding our concerns and strains of a growing family and our needs as debt to asset ratio was higher than most, Jeff helped us build financial security and safety nets in all aspects as our assets grew and debt decreased. It can be overwhelming to try to navigate finances on your own. He truly treats all of us like family. Start early and ask questions and learn along with your advisor. We have much to be grateful for with the resources and insight Jeff has provided us with. Jeff has been a great financial sounding board, teacher, friend and advisor.” — Diane & Andy Bigham
"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. 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. - Michael & Lynsday Hodde, DO
“Since working with IM Wealth, we have been able to plan for our future and feel comfortable about it. Jeff explains financial strategies in an understandable way. He is good at the “big picture”, but also very efficient with taking care of all the smaller situations that arise. We truly feel like we are a team, and he really cares about our success. Personally, Jeff is a great guy, and he is enjoyable to be around. It has been nothing but a great experience!” — Adam & Megan Henke
"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
"I struggled with making time to organize my finances amidst a busy work schedule. 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. James has helped me to feel so much more confident in managing my finances and easing anxieties about my financial health. 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. I feel confident that I am in a financially healthy position, which is something I always felt anxious about before working with James." - Rachel Carlson, DO
"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. 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. 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." - Andrew & Taylor Schanda, MD
“I first met with Jeff upon moving to Grand Rapids after finishing residency in 2017. I felt overwhelmed with my student loan debt and was in the midst of learning about personal investing. Jeff helped me to organize my goals and with his assistance, I was able to pay off my significant loan debt while simultaneously saving. I appreciate my financial independence working with him and feel fully in control of my money. Jeff has made me feel much more comfortable for the future as my goals have changed with getting married and having children. I know he truly cares about my success.” — Jessica O’Neil
“As brand new attendings who recently finished fellowship, learning how to manage our money, retirement, and future has been the focus of our work with Jeff and IM Wealth. Throughout that process he has been extremely supportive and knowledgeable. He is so positive and encouraging! He tailors his advice to our unique needs and makes me feel confident that we are starting off our careers on the right foot. We recommend him to anyone who even mentions financial planning in our presence.” — Lauren Schmidt & Rahul Sharma
"I struggled with having a specific retirement plan to meet my goals as well as budgeting to meet that goal. I feel that I have more control over my financial well being and feel less daily stress as a result. There is an extremely detailed budget that takes into account my special finance needs, taxes, and unique expenses to make me feel as if I have control over my finances. The team is ALWAYS responsive, whether it be email or phone call. I can always count on a timely response. I have more specific goals in mind and as a result a specific plan to work towards though while not feeling guilty about spending and indulging on occasion. I would suggest joining early on. Even the intermittent discussions I had a medical student helped, not only help take control of my life then, but also develop a deeper relationship with IM Wealth before their time and my investment truly mattered." - Chad Barnhart, MD
"The financial professionals within IM Wealth create a flow of communication that is relaxing and accommodating, which is refreshing from a client perspective. All families have a busy schedule, and IM Wealth provides the schedule and financial structure to not only establish financial goals at important family milestones, but also to track progress towards those milestones with definitive financial numbers. Some people have the desire to take a DIY approach to financial planning, and IM Wealth can even help those stubborn people (like me) that think they have everything "squared away". It's been a rewarding experience to have an extra set of eyes and another (professional) perspective when your family’s financial legacy is something that you have worked so hard to attain. The professionals at IM Wealth don't bite. Give them a call... they are super nice humans, and they want to help you. Let them help you." — Todd & Amy Spencer
“We’ll be the first to say it, finance is not our specialty. A lotta ins, lotta outs, lotta what-have-you’s. With graduating my residency and a baby on the way, we had a lot of big changes in 2022. We found IM Wealth through another physician, and we’re beyond thankful. Jeff helped steer us in the right direction based on our goals and alleviated so much stress at a very busy time! Now we’re confident in our financial position and in setting up future success for our family. We may have moved across the country, but it hasn’t changed our relationship with Jeff in the slightest; we still feel connected.” — Kristin Wempe & Dusty Putnam
"I grew up lower middle class and all of a sudden was making a surgeon’s salary. I was totally lost with no clue where to begin. I have such a weight lifted off of my shoulders knowing that my financial situation is in amazing hands and will be for years to come. I have always had anxiety in general, and starting a well paying job while being so financially illiterate was extremely stressful to me. That stress is 100% gone, not only because I know I am in the best hands with Jeff, but also with how much I have learned from him already in less than a year. I would 1000000% recommend it, it is truly one of the single best calls I have ever made." - Jessicah Respicio MD