Yes. At WealthKeel, your needs come first - ahead of anything else. We have an ethical and legal obligation to do what's best for you.
We utilize a flat-fee subscription model and cap our fees. You can learn more by heading to our services page where we share our exact flat-fee structure. No surprises, the way it should be.
Yes, we are! Our team comprises several CERTIFIED FINANCIAL PLANNERS™. These marks indicate that we have completed rigorous training and education requirements, uphold a strict ethical obligation to our clients, and continue to educate ourselves on the best financial planning and advice practices to build on.
We do! We’re passionate about serving physicians in their 20s-40s. Why? We firmly believe that you are working hard and making a lot of critical financial decisions. Too often, physicians end up waiting until they’re in their 60s to take a closer look at their finances. Unfortunately, by then, we have lost our biggest advantage, time. When you build your financial plan early, you’re able to leverage your wealth to live an exceptional life now while still planning for an incredible future and retirement.
Today, WealthKeel predominantly serves Gen X & Gen Y physicians and their families. In laymen terms, most of our clients’ household incomes are $300,000+ with many households having incomes in the mid-six figures to seven figures or greater and fall between the ages of 25 to 50. Net worth can vary drastically for our clients, from -$1,000,000 (thanks student loans!) to $5,000,000+. With our flat-fee subscription model, we do not have an asset or net worth minimum. Most of our households have at least one physician, but we also work with many dentists and vets too.
We do! It’s never too early to start building your financial plan. Our monthly subscription is lowered substantially while in training; schedule your free Icebreaker Call and we can chat.
No, because we utilize a flat-fee subscription model. So, regardless of your net worth or how much you’re investing, you still have full access to comprehensive financial guidance, investment management, and ongoing support!
Yes, it is one of our strong points! We have a virtual team that can serve you no matter where you’re located. We have clients across the country; a few of our major hubs include Philadelphia, New York City, Chicago, Atlanta, and the states of Florida and California.
Think about all the uncertainties in regard to all the financial topics in your life. From insurance to cash flow to investing to saving for your goals while still enjoying the lifestyle you want today, it’s a lot to try and figure out on your own. You need to make complicated decisions -- and each choice impacts the other ones you need to make. It can feel like trying to balance an endless series of dominos without knocking over a single one -- ever!
But what if you knew the right decisions to make? What if you could make those choices with confidence? Imagine having all those uncertainties identified, explained, and planned out into actionable steps for you. Imagine if you had someone to navigate through the financial decision-making process with you, a trained, educated, and objective third party there to help you at every financial crossroads, ensuring you chose the right path.
That’s what financial planning can do for you. We’ll be there every step of the way, offering professional and highly-qualified advice no matter what goals you want to reach. Having a true financial plan built by a CFP® will give you even more confidence to help you create what you want in your life using the resources you have.