Clear, Personalized Strategies for Lifelong Financial Wellness
At TheraWealth, we believe financial planning should feel as supportive and structured as a well-run care plan. Whether you’re just getting started or preparing for retirement, our services are tailored to the unique needs of medical professionals—those who dedicate their lives to helping others.
Each service below is delivered with the same level of care and clinical precision you’d expect in your own profession.
Financial Vital Signs
Your Financial Triage
Before any plan is built, we assess your financial “vitals”—your income, debt, savings, risk exposure, and goals. This quick but insightful diagnostic helps us understand where you stand, and where the plan needs to go.
What We Evaluate:
Income & spending flow
Savings & emergency reserves
Debt balances & student loans
Investment allocations
Insurance gaps.
Investment Planning
Prescribing Your Portfolio
We don’t just ask how much you want to earn—we ask how much uncertainty you’re comfortable with. We build risk-aware, evidence-based portfolios using low-cost funds, ETFs, and individual securities, always aligned with your comfort and values.
What We Do:
Assess your risk tolerance (“How spicy do you like your mix?”)
Align your goals with market realities
Professionally manage, monitor, and adjust your portfolio
We act as your fiduciary—acting in your best interest and prioritizing your financial health over hype or trends.
Retirement Readiness
Your Financial Discharge Plan
You’ve worked hard in medicine. Now it’s time to plan your transition. We’ll help you map out income sources, healthcare costs, and lifestyle needs to help ensure you don’t outlive your money—or your purpose.
Included:
Retirement income projections
Social Security and Medicare guidance
Withdrawal strategies
Stress-testing for longevity and inflation
We’ll help you retire confidently—on your terms, with a plan that feels like a secure discharge.
Income & Disability Protection
Your Financial Insurance Protocol
What happens to your household income if you’re suddenly unable to work? We help ensure your most valuable asset—your ability to earn—is protected through thoughtful, personalized insurance planning.
We Cover:
Life insurance plans to care for your loved ones
Disability insurance tailored for healthcare roles
Long-term care coverage for future healthcare needs
“A GoFundMe shouldn’t be your family’s financial plan.”
Disclosures
In conducting the analysis and providing you a plan with recommendations, Eagle will make assumptions related to the expected rates of return on your investments, tax rates, inflation rates, lifestyle needs and other areas of financial planning. We will use reasonable assumptions and ensure you are informed of and comfortable with these assumptions.
Eagle and I are subject to a fiduciary duty in preparing your financial plan. At the time you sign the financial planning agreement, you will receive several disclosure documents, such as Eagle's Form ADV Part 2 and Form CRS, my ADV Part 2B, and New York Life's privacy document.
These documents will give you important information about Eagle and New York Life's role, responsibilities and policies, and information about my background and credentials. These documents will also identify conflicts of interest. We strongly encourage you to read and review these materials and ask any questions you may have about this information. These documents will also be provided to you at any time upon your request.
I look forward to working with you and helping you reach your financial goals.
1Asset Allocation does not ensure a profit or protect against a loss but is intended to help manage your goals and risk tolerance.
2Neither TheraWealth LLC, its staff nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.