For elite dual-physician couples earning $750K–$1M+
You’ve Done Everything Right. Your Financial Life Should Feel That Way
Too.
IM Family Office helps burned-out dual-physician couples take control
of their money, simplify the chaos, and finally feel on track—without
having to be their own CFO.
You’ve checked every box—med school, training, career, family, the
“dream” house. But behind the scenes, money still feels messy, rushed,
and reactive.
Does this sound familiar?
You’re saving a lot, but you’re not sure if it’s truly organized
or optimized.
Money conversations with your partner either get emotional or
postponed.
You’ve outgrown DIY—and you don’t trust product-pushing advisors
who see you as a walking commission.
You know there’s a better way, but there’s zero time to figure it
out.
You don’t need more noise.
You’re surrounded by blogs, podcasts, and “advisors” with something
to sell. What you’re missing is a flat-fee fiduciary team that
actually coordinates your entire financial life—taxes, legal,
investments, cash flow, and the decisions that change everything.
That’s where IM Family Office steps in as the White Knight in your
financial story.
What we are
Meet IM Family Office – Your Financial Life Coordination Team
Think of IM Family Office as your family’s financial command center.
We keep every part of your financial life talking to each
other—taxes, investments, legal, cash flow, and big life decisions—
so you don’t have to.
In grandparent-friendly language: we help busy doctor families stay
organized with their money, make smart decisions, pay the right
amount of tax (not more), and protect their family—without needing
to spend nights and weekends buried in paperwork.
In practice, this looks like:
Two dedicated advisors who actually know your story.
Same-day responses for questions that can’t wait.
Integrated tax and legal teams rowing in the same direction.
Biweekly advisory huddles and quarterly CFO huddles to keep money
and life aligned.
Biweekly financial reports so you always know where you stand.
Benefits
What You Actually Gain from IM Family Office
Trade chaos for clarity. Move from scattered
accounts and “we’ll figure it out later” to one coordinated plan
that stays current as life moves.
Save hours of mental load. Stop being your own
CFO. We handle tracking, coordination, and follow-through so you
can focus on medicine and life.
Feel aligned as a couple. We create space for the
real conversations—then build a plan so your money finally matches
your values.
Stop second-guessing advice. No commissions, no
products, no “hot takes.” Just physician-specific, fee-only
fiduciary planning.
Turn high income into a life you actually want.
Answer the questions that matter: how soon you can scale back,
what you can change, and whether you’re truly on track.
At the core: we help you take control of your money so you can work
less, live more, and feel calm about the future.
How it works
Our Ongoing Process as Your Trusted Advisor
Step 1
Diagnostic & Design
Start with a deep-dive financial wellness diagnostic built for
physicians. You’ll see what’s working, what’s costing you, and what
needs to change.
Step 2
Build Your Integrated Plan
We coordinate cash flow, taxes, investments, legal, insurance, and
goals into one clear game plan—what to do now, what to do next, and
what we’ll handle for you.
Step 3
Huddles & Course Corrections
Biweekly advisory huddles and quarterly CFO huddles keep your plan
living and breathing as life shifts, so you stay on track without
carrying the mental load.
Why this model
Why Physicians Choose IM Family Office Over DIY & Sales Reps
IM Family Office
Your Financial Life Coordination Team
Physician-only, flat-fee fiduciary model.
Two dedicated advisors plus integrated tax and legal support.
Proactive huddles and ongoing financial reporting.
Focus on alignment, lifestyle, and long-term freedom.
Traditional Advisor
Sales Rep in Disguise
Commission-based or AUM-only compensation.
Product quotas and baked-in conflicts of interest.
Cookie-cutter portfolios and generic advice.
Unclear who they truly work for.
DIY & Blogs
You as Your Own CFO
100% of the work and coordination is on you.
Endless conflicting opinions and hot takes.
Zero accountability or follow-through.
Easy to start, hard to sustain long term.
Social proof
What Physician Families Are Saying
For the first time, our money life feels calmer than our call
schedule. Within a few months, we had a clear plan, a path to
reducing hours, and fewer money fights at home.
Dual-Physician Couple
Cardiology & Anesthesia
They’re the opposite of every salesy advisor we’ve ever met. It
feels like having a physician-level specialist for our financial
life—no products, no pressure.
OB-GYN & Hospitalist
West Coast
We were doing everything “right” on paper but still felt behind and
burned out. The IM team helped us redesign our plan around time,
flexibility, and the ability to say no at work.
Pediatrics & Radiology
Midwest
Who it’s for
Is IM Family Office a Fit for You?
IM Family Office is ideal if:
You’re an elite dual-physician couple earning roughly
$750K–$1M+.
You’re saving aggressively but still feel disorganized or behind.
One or both of you is flirting with burnout and wondering how long
you can keep this pace.
You’ve outgrown DIY and don’t want another sales pitch in advisor
clothing.
You want a long-term relationship with a team that knows your
values, your numbers, and your goals.
What you can expect:
Flat-fee, fiduciary pricing—no products, no commissions.
Transparent scope, timelines, and expectations from day one.
A plan designed around your lifestyle and capacity, not just your
account balances.
The option to scale support over time as your life and needs
evolve.
Take control
Ready to Stop Feeling Behind—and Start Living on Purpose?
IM Family Office helps you take control of your money, simplify the
complexity, and build a financial life that finally supports the way
you actually want to live.
We’ll review where you are today, where you want to go, and whether IM
Family Office is the right fit. No pressure. No products. Just
clarity.