Take Control of Your Financial Future

Elite Coaching for Physician Families Who Are Ready to Lead—Not Just Survive.

You’ve Got the Career. Now Get the Control.

You’ve crushed med school. You dominate your career. But when it comes to your money, you’re still guessing. Not because you’re lazy—but because no one ever taught you to lead your financial life like a CEO.

High income… but zero clarity on where it’s all going
Multiple priorities… but no system to prioritize
Career growth… but no financial growth plan to match it

This ends here.

What You Get

IM Concierge helps busy physician families take control of their money with expert advice, personalized plans, and built-in accountability—without the overwhelm. You get a custom plan, bi-monthly coaching, and support from a dedicated advisor to help you follow through and make real progress. It saves you time, reduces stress, and gives you clarity—fast.

120-Day Get It Together Forever Onboarding

Get it together forever financially with our exclusive onboarding process, proven to help physician families feel completely in control of their money within 120 days. You'll move through powerful workshops focused on cash flow, financial vitals, core values, and your vision for the future. Once onboarding is complete, you'll join us for your Action Plan Workshop, where we present your custom-tailored financial roadmap to bring your vision to life. And this is only the beginning.

Peak Performance Bi-Monthly Coaching Huddles

After you complete onboarding, it’s time to bring your plan to life. As one of the greatest military generals Dwight D. Eisenhower once shared, “In preparing for battle I have always found that plans are useless, but planning is indispensable.”

Here’s how:

The "Never Fall Off" accountability system that works without your permission. These bi-monthly sessions help you command your money and stay on track, even if you've always hated finances. Topics include:

Get It Together Forever – Get organized and stay organized.
Debt Detox – Pay down debt without sacrificing lifestyle.
Circulatory Cash Flow System – Budget without deprivation.
Leverage Your Core Values – Use them to make hard decisions easier.
Buy Back Your Time – Trade money for more freedom.
Tax Reset – Eliminate tax leaks and improve efficiency.
Retirement Reset – Live well now and later.
Investing Without Guessing – Build strategy without the noise.
Kids College Accelerator – Build a plan early and effectively.
Financial Intimacy – Make tough money conversations easier.
Contract Cheat Codes – Maximize your employer benefits.
Build the Moat – Protect what you’ve built.
Legacy Launch – Create a plan that outlives you.

Value: Included

Investment Advice

Long-term success requires a customized strategy and consistent support. Our advisors provide ongoing, realistic, and personalized investment guidance so you can build and manage your wealth with confidence.

Access to Advisor: Within 3 business days

Imagine you need help making a specific, "one-off" financial decision right now.

How long are you comfortable waiting for thorough, comprehensive advice?

Same Business Day
1 Business Day
3 Business Days

*With this model, you will have access to financial advice (delivered by your dedicated advisor) within 3 Business Days.

Our Take Control Commitment

If you complete all onboarding workshops and assignments and still don’t feel in control—we’ll upgrade you to our $23,995/year Family Office program at no extra charge until you do. No refunds. Just reinforcements.

Client Testimonial, Jacob Ristow, MD

Limited Openings – By Application Only

We only accept a small number of new physician families per month. First-come, first-served. Once full, waitlist only.

Apply Now

Bonus Features ($8,880+ Value)

Financial Plan Delivery

You will receive your full Custom-Tailored Financial Plan within 120 days of onboarding. This plan spells out every specific move to take control of your finances without costly mistakes. It includes:

Annual action plan
Financial vital signs + recommendations
Monthly savings schedule tied to your goals and values

Value: $1,495, Yours Free

Custom Student Loan Plan & Coaching

We partner with industry leaders to create your custom student loan strategy. In Concierge, you meet with the coaching team directly; we help implement the plan.

Value: $600

Compensation Rx / Contract Rx

We partner with Contract Diagnostics to offer you a 30-minute strategy session using MGMA data and internal benchmarks to maximize your pay today.

Value: $300

On-Demand Advice

When life throws you a big decision, we're here. Within 3 business days, we help you evaluate your next move—from home purchases to new contracts.

Value: $996

Touchless Collaboration (Add-On Available)

We handle all the data gathering for you by working directly with your CPA, legal counsel, insurance agents, HR, and more. You focus on life. We organize your financial world.

Value: $595

eMoney Private Planning Software

Get organized and make better decisions with real-time planning software that marries your plan to your day-to-day choices.

Value: $3,400

Private Data Storage Vault

Secure access to store and share your documents, PSLF checklists, cash flow dashboards, and our proprietary tools.

Value: $999

Swoop Notifications

We proactively alert you about economic changes, opportunities, or financial threats—so you can live your life while we monitor the radar.

Value: $996

After Action Accelerator

After every huddle, receive a personalized After-Action Report with key insights, action steps, and follow-ups. No more forgotten breakthroughs or missed opportunities.

Clear next steps
Documented takeaways
Built-in accountability

Value: $995

10% Off In-Network Professionals

Enjoy discounts with vetted estate attorneys, CPAs, and other partners we may refer during your journey.

Value: Up to $999

Lyndsay and Michael Hodde, DO

Physical Medicine and Rehabilitation, Interventional Spine and Musculoskeletal Medicine, Pain 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.

Rachel Carlson, DO

Air Force Captain, 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.

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.

Investment

$7,995/year

Flat. Transparent. All-in. No commissions. Just results.

IM Concierge