Financial Rounds

The team at Financial Rounds is devoted to empowering physicians to make consistently sound and informed financial decisions.

Our mission is to empower physicians dedicated to taking control of their financial future. We achieve this by offering unbiased, expert fiduciary-based financial advice. Our expertise lies in financial planning solutions and techniques tailored to the unique opportunities and challenges faced by physicians.

We work with physicians at all stages of their careers. From residents, fellows, and early-career physicians with substantial student loan debt, eager to get their lives started but unsure how to prioritize goals, to mid and late-career physicians who need to grow their wealth, navigate retirement decisions, and implement complex tax strategies.

We built our team and processes to help you make informed decisions on your finances.

We start with a One-Page Plan, an executive summary of any immediate financial action items. Next, we establish your Financial Independence target, which gives you additional insights to help you reach your long-term goals.

These building blocks enable us to meet with clients throughout the year, focusing on Financial Independence, tax strategies, analyzing your company benefits, and other financial topics, including disability, life, and property & casualty insurance, as well as estate planning. Our process enables you to establish and reach your personal financial milestones.

We invite you to schedule a no-cost, no-obligation Learn-More Call to help you get to know us and determine whether we are the right advisor to assist you on your journey.

Latest WCI Podcast Appearance:

Fee Structure:

On-going financial planning flat-rate fees start at $500 per month with $1,000 initial fee.