About us

From transitioning into practice to finding your work-life balance, we know the challenges faced by medical professionals

Training to go into the medical field is a huge undertaking — and as you transition into practice it may feel like there’s finally a light at the end of the tunnel. However, this welcome transition also brings a new workload and a massive influx of major life decisions which many new medical practitioners have very little experience making. You may realize how important financial planning is but feel unsure about where to start. That’s where we come in.

Hear About Our Client Experiences

Video: WFP About Us Testimonial Scrolls Owen

The first thing my wife and I were impressed about when we decided to onboard was that they didn’t even talk about the specifics of mutual funds and accounts - they tried to get to the root of how we feel about money, our relationship with money, how we as a couple deal with it. I thought that was really informative. They don’t just care about trying to get a commission, they’re trying to figure us out as humans and how to improve our lives by making better decisions.

Video: WFP About Us Testimonial Scrolls Maxwell

It is its own profession for a reason. The counterbalance for burnout is offloading tasks that don't bring you joy. You can make your life better by asking for a professional's help