Don't Pay More When You Invest More
Avoid conflicts of interest that go with asset-based percentage AUM fees
 Get On TrackÂ
with a plan for retirement
$3,000 one time
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Step 1 includes:
- Retirement Goal Setting led by a CFP® professional Â
- In-depth investment account review
- Collaborative retirement planning
- Personalized plan for retirement, college
- Specific investment recommendations for each of your accounts
Stay On Track
with a team to guide you
Â
$575 monthly
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Step 2 includes:Â
- Fuss-free investment account setupÂ
- Done For You investing in IRAs, Solo 401(k)s, and joint accounts
- Done With You investing for 401k/403b and 529 plan accounts
- Proactive tax loss harvesting
- Proactive backdoor Roth conversions
- Tax-optimized retirement income planning
- Semi-annual financial check-upsÂ
- Easy access to your advisor by text, phone, or email
- A backup plan for your spouse when you're gone
Regret-Free Satisfaction Guarantee:
No one can guarantee the achievement of your goals, but we promise you'll love your plan.
If you are not completely satisfied, we will refund 100% of the fee you paid for the Get On Track service.
For our Stay On Track service, we can waive the next month's fee.
Frequently Asked Questions
Are you a fiduciary?
Yes, ever since we were founded.Â
How does Physician Family get paid?
The fees you see are the only compensation you’ll pay us. For our Make a Plan and Get on Track services, you’ll pay by credit card. For our Stay on Track service, you’ll pay by ACH bank draft. As a fee–only firm, we never accept commissions, referral fees, or other payments that might taint our advice to you.
Does the fee include my spouse?
Yes. The fees above cover services for your family: you, your spouse and your children under age 18.
Do you charge an asset-based or “percentage AUM” fee?
No! No matter how much you invest, your Stay On Track membership fee covers all the investment help we can give you, whether we do it for you or do it with you.
Will you ever increase my fees?
Probably so. Our prices are based on the cost of employing great people, so we do occasionally increase membership rates to keep up with inflation.
Are there any hidden fees?
Nope.
How do I get started?
First, take a quick quiz, and if it looks like a match, you can schedule an interview.Â
Smart Financial Advice for
Busy Physician Moms and Dads
Be certain.™
Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899
© Physician Family Financial Advisors, INC. 2024. All rights reserved.
Investment advisory services offered through Physician Family Financial Advisors, Inc. an investment adviser registered with the Securities and Exchange Commission (SEC). For additional information see our Legal Documents Page, ADV2, our Customer Relationship Summary and other disclosures.