Financial guidance for providers.
Manage your goals with confidence.
A strategy built around you and your unique needs.
As a health care provider, your finances aren't like everyone else's: You have high income, competing priorities, and big dreams, often while you're caring for everyone else. It can feel like there's never enough time to get a plan in place. When you connect with a Schwab consultant, you'll get clear, concise guidance that's tailored to your situation, your challenges, and your goals—information you can act on. All at no cost to you.
What's keeping you up at night? Let's tackle that.
Balance competing goals.
Get help mapping out retirement, estate planning, and tax-smart strategies around your goals.
Manage risk.
Explore possible strategies to help shield your assets.
Reduce student debt.
Build a plan with a clear time frame for paying down student debt as efficiently as possible.
A Schwab consultant is ready to meet whenever you are.
See how good it feels to have a financial plan that helps make managing complex financial matters a little easier.
Frequently asked questions.
All providers within the Primary Care Organization are eligible for these financial planning services.
There is no cost to you for the consultation. However, there may be charges for some of the services you discuss and then implement.
As long as you need. Some calls may be quick, while planning sessions may take more time. But we're always happy to accommodate your needs.
Not necessarily. For each appointment, you'll meet with an available Schwab consultant team member. They'll review notes from your past appointments with us so you can pick up right where you left off.
Schwab consultants are salaried and not paid a commission. Their guidance has your best interests in mind. For more information about representative compensation, please visit the investment professionals' compensation page.
