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.