We start all of our engagements with a complimentary 60-minute conversation to make sure we are a good fit for you, and vice versa.
This is to help you (and us) make an informed decision about working together.
Gen X & Gen Y physicians and their families
No Cost or Obligation
We want you to know exactly how we can help before you pay us a single dollar.
60-Minute Icebreaker Call
The very first step is a 60-minute phone call with our team.
How Do I Know If I'm a Good Fit?
Gen X & Gen Y Physicians
Many of our physicians join us under the age of 50 with strong household income (mid-six-figures to seven-figures) and either have a family or are preparing to start one.
Many of our physicians either have started a family or are preparing to start one, which introduces a whole new dimension to financial planning (and life!).
Time > Money
Whether you plan to work with us for decades or just a one-time plan build, we want to free up time for you, so that you can spend more time doing what you love.
Schedule Your Icebreaker Call
Still Have Questions?
We are a flat-fee financial planning firm. Our fees are based on household income and net worth. They are as transparent as it gets, “You pay WealthKeel $XXX per month for financial planning and investment management.”
We have a true flat-fee pricing structure. No hidden fees or gotchas. It’s simple and transparent, the way it should be.
Schedule your Free Icebreaker call with us and we will help you make an educated and informed decision about working with our firm and others you may be considering.
Yes, we do over one-time plan builds. It is a highly sought out service from those who are more of a “do-it-yourself” but want to make sure they are taking advantage of all opportunities on the table. Since we are one of the few firms offering this service, we do limit these engagements to 3 new families per month. However, we keep an active waitlist too.
No, we do not offer hourly advice or project-specific planning. In the past, we did offer this service, but based on the current growth and demand for ongoing clients and one-time plan builds we opted to stop the hourly advice and project-specific planning. If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands.
There are three really important things about our firm that separate us from others:
1. We only work with families that have at least one physician or dentist. Also know as, our specialty is working with Gen X & Gen X physicians and dentists. Would you go see a neurologist for knee pain? No, that would be silly. Specialists are sought out for a reason.
2. We limit the number of new clients we take on to deliver massive value and personalized service.
3. We invest in industry-leading technology to simplify our clients’ lives and make financial planning easy (and dare we say, fun!).
Great question! Let us answer this for our two most common clients delegators and do-it-yourselfers.
Delegators- Maybe you know just enough to be dangerous, maybe you have no interest in it, maybe you just want to free up time. Delegators hire us to be the family CFO; they want someone to craft a plan, maneuver for life’s course corrections, and always know a team is there for their financial planning and investment management. Our biggest value add: time. We give you time back to spend with your family, practice medicine, and do what you love most.
Do-It-Yourselfers- You are good at this, you already manage your own investments, update your spreadsheets, and the risk management is inline. However, you are uncertain of your future projections or better known as “are we on track.” Heck, maybe you are an expert, but you want to make sure there are no missed opportunities or you want to avoid that awkward conversation with your spouse in retirement that starts with, “I thought we were on track…” Let us craft a one-time plan for you; we will double-check your thinking, make sure you are on track, and make sure there are no missed opportunities left on the table. Our biggest value add: reassurance. Most of our DIY’ers come back every few years for a plan update and course update, we take that as a tremendous compliment.