Let’s Get Started
See how our experience can help you save time and
get financially organized
We Know What You’re Going Through
As physicians, you deserve a partner who understands your needs. Our clients
are most commonly thinking:
I want to delegate my finances to a professional so I can spend more time with family
I have a lot of moving parts and evolving goals, and I don’t know how to stay on track
As my family grows, I want to make sure they’re taken care of now and in the long run
What to Expect
- Flexible, physician-focused processes to meet your needs
- Collaborative approach focused on long-term relationships
- Proactive strategies designed to make your life easier
The Panoramic Process
- Organization
- To help create your plan, we will gather information about you and your finances. This also involves gauging your risk tolerance and further uncovering of your “why.”
- Planning
- Develop and clarify your goals, while discussing potential strategies. We’ll also take the time to understand your investment needs and preferences.
- Clarity
- Our team will walk you through your customized financial plan and investment strategy and will answer all of your questions.
- Action
- We’ll guide you through the steps of every recommendation, making sure your initial plan is carried out to completion.
Let’ s Get Started
Commonly Asked Questions
How often will we meet once I become a client?
We meet several times during the initial process (see above) to build out your personal financial plan and investment strategy. From there, we’ll begin meeting twice a year (Spring and Fall) to continue the planning process and review your progress. We’ll be available for any additional questions or service needs throughout the year.
How do we know if we are a good fit?
Our best-fit clients have a strong desire to protect their time and maximize their financial resources. If that’s you, you’ll want to leverage our investment management and planning services to gain back time and freedom to do what is most meaningful to you.
What are your fees?
The cost for our services starts at $400/mo and depends on the level of service you need. We use a flat fee model and don’t get paid commissions and there are no add-on charges.
Are you a fiduciary firm?
Yes. As a registered investment advisory firm, we have a legal obligation to put your interests first, but we would do it even if we weren’t required to.
Are you independent?
Yes. We are independent and not bound to any specific platforms or products.
Do I have enough money to become a client?
Many of our physician clients are just starting their attending careers. As such, we do not have a minimum level of assets requirement to begin working with us. Physicians in later career stages that best fit our service model tend to have larger investment balances in need of management.
Do you work with clients virtually?
Our firm helped pioneer the virtual movement in the finance industry back in 2014. Today, we still work with all clients virtually to provide convenience and flexibility.
What do your services cover?
We provide full investment management and comprehensive financial planning. This means we will help you set up, transfer, and/or roll over accounts, and establish contributions and distributions for you on an ongoing basis. We’ll handle the ongoing management and trading within your accounts. We’ll also provide a plan regarding retirement, tax planning, insurance, estate planning, home purchases, college planning and more.
Do you offer tax planning?
Yes. We help you optimize your tax efficiency both now and into the future. Your CPA will help you file your tax return.