How We Work
What's it like to work with Utley Financial Planning?
On this page, we'll share the results our clients have experienced,
give you a sense of our guiding beliefs, an overview of our system for helping
physicians make wise use of their money. You’ll also learn how we're different
from other financial service firms you may encounter.
Expect results.
You want more from a financial advisor than advice. You want a way for your
family to lead
a better life. Here's what you can expect when you work with us...
- You’ll see the path to achieve your goals and
understand how to provide for your family's future. Whether it’s paying for
college, buying a second home, taking a sabbatical or enjoying your
retirement, you will know exactly what you must do to make your goals
happen.
- You’ll be prepared to meet large cash calls. When
it’s time to buy-in to a practice, an office building or merely cover an
unexpected tax bill, you will either have the money ready to go, or you’ll
know where you can get it—fast.
- You’ll become a confident owner of quality investments.
You’ll have a long term, all-weather strategy designed to capture
opportunities and control risks. Investment-related costs—like taxes,
transaction costs and junk fees—will be contained so they don’t steal what you’ve
earned. Your portfolio will be balanced, diversified and managed in a way that
integrates all of your investments across all of your accounts.
- Your cash will go to work immediately. You will
know where every extra should dollar go before you earn it, and you will feel
good knowing your money has both purpose and direction.
Why we work with physicians
At Utley Financial Planning, we believe life is precious. We
know that physical health is what allows people to enjoy a socially and
economically productive life, and we understand health to be the basic building block
of a strong society. By empowering physicians—the backbone of the healthcare
system—we believe we’re doing what we can to improve the lives of everyone in
our community.
As a result, our mission is to free physicians to
focus on the practice of medicine, secure in the knowledge that the fruit of
your labor serves not only the health of the community, but the well-being of
your family.
What makes Utley Financial Planning unique?
- We’re independent. Since we do not work for any
brokerage, bank, or insurance company, we answer only to our clients. That
means we’re free to recommend any product or service we believe is right for
you.
- We’re fee-only. Since we are compensated by an annual retainer,
we are free to deliver unbiased advice with your best interest in mind. We never accept
commissions or referrals fees. We are compensated by you directly and we work for you exclusively.
- We’re physician-focused. We have a depth of experience serving people like you.
We see more than the fine details of a physician’s personal finances; we
understand the overarching demands of modern medicine and we’re aware of the political
environment that prevails in healthcare.
What is it like to work with Utley Financial Planning?
When you work with us, you'll get...
- Easy access to an experienced Certified Financial Planner™
who knows you and your family personally.
- Independent, objective financial advice.
- Customized, personalized service.
- Flexible conference scheduling.
- Prompt response to your phone calls and e-mails.
- Gentle prodding and reminders so that nothing slips
through the cracks.
- Clear, concise communication.
- Respect for your time and your privacy.
Now you that you know how we work,
Click here to find out about our Services.
|
