Navigating Uncertain Times
As COVID-19 continues to impact people and businesses across the United States and globally, the team at IWC wants to reassure you that while we are taking appropriate precautionary measures, we are open for business as usual. Our firm is capable of operating remotely, indefinitely.
In office client meetings will be rescheduled as GoToMeeting rather than face to face, for the foreseeable future.
We recognize that the combination of epidemiological anxiety, combined with significant disruption in the financial markets makes for challenging emotions. Please do not hesitate to contact us if you would like to discuss or review any aspect of your financial plans, your investment portfolio or your insurance protection.
Peace and Grace,
Integrated WealthCare
Physicians Financial Navigator
The Physicians Financial Navigator is our proprietary roadmap of the five financial phases that physicians go through, during the course of their medical career. We use the Navigator to identify financial concepts that are appropriate for your stage in your career. Providing a sense of perspective, the Physicians Financial Navigator allows you to focus on the priorities that you have today, identify any missed opportunities of the past and develop a timeline for future financial strategies.