FAQ

Yes. As an independent Registered Investment Advisor (RIA), TheraWealth is legally obligated to act in your best interest—always.

Financial care you can trust.

Our Financial Vital Signs Review is a focused, 30-minute consult—like your financial check-up—to assess your current income, debt, savings, risk exposure, and goals.

The initial intake and plan creation takes several focused hours spread over a few weeks. From there, we conduct brief quarterly check-ins—keeping your plan aligned with your life, not overwhelming your schedule.

Not at all. We use medical analogies to make financial planning relatable, but our service is deeply personal. Expect genuine care, active listening, and ongoing collaboration.

Absolutely. As your fiduciary, we design and manage your portfolio based on your comfort with risk and life goals—no emotional decision-making required.

That's great. We’ll collaborate with your existing professionals where appropriate. We don’t provide tax or legal advice but will coordinate seamlessly to serve your best interest.

While we specialize in serving clinicians, we're happy to work with others who value our approach and ethos. It’s about fit, not profession.

We build customized retirement scenarios that account for longevity, lifestyle, healthcare costs, and legacy goals—then stress-test to help ensure peace of mind.

We never chase the latest trend. Instead, we build portfolios grounded in your risk tolerance and reviewed regularly, helping you sleep better through the market’s ups and downs.

No hard feelings. If after our initial review it’s clear another approach fits you better, we’ll say so—and may even refer you to someone better aligned with your needs.