At WealthKeel, we serve Gen X & Gen Y physicians by helping them build streamlined, actionable financial plans for both themselves and their families.
We give more than just investment advice.
Financial planning should take all aspects of your financial life into account - from budgeting, to cash flow, to savings, to debt management, to estate planning, to risk management, to tax planning. Investing is just one piece of the puzzle.
We skip the jargon.
You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
We believe in our fiduciary duty.
We are legally obligated to put your best interest ahead of our own - and believe that’s how all financial planning should be.
We operate on a flat-fee business model.
No hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy.
We’re here to help you as your goals change.
Your life and goals will change over time, and we’re here to help you steer the ship in the right direction - no matter what your desired destination may be.
Here’s what it looks like for us to work together so you can get your custom-crafted financial plan, created by a Certified Financial Planner™:
Step 1: Breaking the Ice
We believe that we both need to get to know one another before either parties commit to a financial planning partnership. Our icebreaker call is meant to do just that! We’ll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.
Step 2: Getting Organized
Once you become a WealthKeel client, we kick off the planning process! We’ll gather information to understand where you are now, and where you want to go, to start clarifying your goals.
Step 3: Crafting Your Plan
Your financial plan will be custom-crafted to your unique goals, values, and needs. We’ll crunch the numbers to put together a comprehensive path to financial wellness - as defined by you.
Step 4: Designing Your Blueprint
A ship’s blueprint serves as a model or a guide for its design when shipbuilders start crafting each piece. In the same way, your plan is like your financial blueprint that you can work from as you start taking the specific, strategic actions required to reach your goals. Together, we’ll work through your plan, answer all your questions, and give you guidance at every turn.
Step 5: Embarking on Your Journey
You don’t have to go it alone! The WealthKeel team will be next to you at every point in your journey, helping you work on your to-do’s. We’ll hold you accountable, and empower you to make exceptional decisions about your life and money.
Step 6: Sailing into Your Harbor
Our regularly scheduled reviews and meetings allow you to “sail into harbor” for consistent check-in’s. We’ll revisit your goals, and make adjustments or course corrections to your plan as needed.