logo

Wealth Diagnostic

Start With A Plan

Partner with an Earned Advisor to assess your financial health across investing, tax planning, insurance, income and debt management, and trust and estate. Our initial three-month engagement will culminate in a wealth playbook that we'll deliver and you'll execute.

Find potential millions of dollars in missed opportunities

We use our proprietary Physician Wealth Playbook to examine your financial wellness across 7 wealth pillars and create a plan to help you optimize your net worth. Here are some of the things we can do for you:

circle check icon

Find savings on insurance premiums

circle check icon

Identify tax savings opportunities

circle check icon

Uncover ways to optimize your investment strategy

How It Works

Over 90 days, your dedicated Earned Advisor will deliver a personalized financial plan and investment strategy, charting a path for you to reach your goals.

We’ll start by collecting important information by reviewing financial questionnaires, tax returns, bank accounts, and credit cards.

Your Earned Advisor will use this data to analyze your baseline financial plan, with an initial focus on your personal investing and tax plan.

Together, you’ll complete an initial review of their findings and confirm your personal preferences, like risk tolerance, before moving forward.

Your Earned Advisor will design your personalized investment plan to align with your financial plan. In it they’ll recommend your optimal portfolio allocation including custom indexing and private investments.

See how the Wealth Diagnostic can help you plan for:

Updating an estate plan for the first time in 10 years

This physician hadn’t thought much about her estate plan in almost 10 years - leaving out crucial considerations related to changes in her family structure. Our advisors suggested she consider the creation of a temporary, notarized will to safeguard that, in the event of any unforeseen circumstances before the trust is updated, her assets are designated for her wife.

Scenarios presented are for illustration purposes, are not an actual client and may not be typical of all clients. Individual results will vary.

The Earned Difference

earned logo
Broker-DealersRobo AdvisorsDIY Investors

Physician-specific guidance that evolves across career and life stages

solid check icon
gray check icon
gray check icon
gray check icon

Fiduciary not paid commission on product sales

solid check icon
gray check icon
gray check icon
gray check icon

Personal financial planning with CFP® Professional

solid check icon
dashed check icon
gray check icon
gray check icon

Sophisticated tax-smart strategies to optimize outcomes

solid check icon
dashed check icon
dashed check icon
gray check icon

Access to premier private investments, for qualified investors

solid check icon
solid check icon
gray check icon
gray check icon

Comprehensive offering including tax and estate planning

solid check icon
gray check icon
gray check icon
gray check icon

Transparent fees

solid check icon
gray check icon
solid check icon
dashed check icon

All-inclusive mobile app to track your investments

solid check icon
solid check icon
solid check icon
gray check icon
solid check icon

High Capability

dashed check icon

Partial Capability

grey check icon

Limited/No Capability

Frequently asked questions

You’ll work with an Earned Advisor, who is a dedicated CERTIFIED FINANCIAL PLANNER™ professional. As a fiduciary, your Advisor is legally obligated to act in your best interest, as the client. Advisors are incentivized on client happiness and never paid commissions on specific products.

logo

download-from-app-store

facebook-link

instagram-link

linkedin-link

© 2024 Noho Financial Inc

30 Cooper Square, 10th Floor, New York, NY 10003

Investment advisory services offered through Earned Wealth, an SEC-registered investment adviser.