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At TheraWealth, our approach mirrors the clinical care model—intake, diagnosis, treatment, and ongoing monitoring. We know our clients thrive on clarity and professionalism, so we bring that same rigor to your financial life.
We begin like any good clinician—by listening.
In this first phase, we assess your “financial vitals”: income, debt, savings, insurance, and goals. We ask questions that get to the heart of your situation—career plans, lifestyle goals, and your tolerance for risk—so we can understand what’s working and what needs care.
“Do I really need a financial planner?”
You don’t have to hire one. But much like a second opinion in medicine, having professional guidance can save you from emotionally driven decisions that cost far more than professional advice ever could.
Your customized financial care plan
Based on your priorities and financial “labs,” we develop a personalized roadmap that covers everything from investing to income protection. The goal? A plan you understand, believe in, and feel confident executing—whether you're navigating student loans or prepping for retirement.
“I don’t have time for endless meetings.”
Good news—you won’t need them. Our process is streamlined using secure digital tools and Zoom meetings. Expect a few focused sessions upfront, followed by brief quarterly check-ins.
We’re not just here for the diagnosis—we’re here for the follow-up.
Life changes. So do financial plans. Whether you’re switching jobs, expanding your family, or preparing to retire, we’ll adjust your care plan accordingly. And just like good preventive medicine, we help you stay ahead of potential problems before they become costly.
“How do I know if I’m on track for retirement?”
We’ll show you. Our analysis goes beyond generic benchmarks—we’ll create a retirement plan based on your lifestyle, not someone else’s spreadsheet.
We speak your language. No jargon. No intimidation. Just real guidance from someone who understands your world.
We’re fiduciaries. That means we act in your best interest, always. Period.
We build relationships, not transactions. You’ll never feel like a number in a spreadsheet.
Here are just a few of the things new clients often ask:
→ That’s exactly why we’re here. Understanding investments is not a requirement—trusting your advisor is.
→ We’ll work with you to build a plan that gets you closer to your goals—and keeps you from outliving your money.
→ Yes. While we specialize in serving clinicians, we’re happy to help any client who shares our values and fits our approach.
We invite you to begin with a quick but meaningful consult to assess where you are and where you could be.