We help physicians connect their money with their life.
Our Physician Prosperity Planning service combines financial planning and investment management services to help you achieve financial peace and live the life you imagined.
Own Your Financial Future &
Build the Life You Imagined
You didn’t become a physician just for the paycheck. You envisioned of life of serving others and making a difference in the world. But with the promise of generous compensation, you probably also imagined using your money to build the life you’ve always dreamed of—a life that aligns with your values and purpose.
What does your ideal life look like?
This is one of the first questions I ask every client. Why? Because I understand money is just a tool to help you live a meaningful, fulfilled life. Before we create and execute a financial plan, I want to understand what matters most to you.
Imagine if you could:
Pay off all your student loans.
Buy or build your dream home.
Impact the world through philanthropy.
Retire on your terms, on your timeline.
Give your child a first-class education.
Navigate and minimize your tax burden.
Do I need a Financial Advisor?
No matter where you are in your career, you can benefit from the advice and expertise of a qualified financial advisor. If any of the following statements describe you, I can help.
Your Path to Physician Prosperity
Your financial plan should be designed around your ideal life. So, we’ll begin by discussing your goals and values, and what you want your money to accomplish.
Proper treatment doesn’t come with a one-size-fits-all answer. We’ll use your current situation and ideal life to collaboratively create a plan that helps you succeed.
3. Ongoing Care
What happens when life happens? We anticipate the need for course corrections and meet quarterly to update the plan, and ensure you’re on track to reach your goals.
Michael Peterson, CFP®
Why Chose Faithful Steward Wealth Advisors?
During 20 years as a financial advisor, I’ve helped doctors just like you—from residency to retirement—find financial peace and achieve the life they dreamed of. And like you, I don’t see my work as merely a job, but as a calling to serve others. That’s why I assume the role of fiduciary by always putting your needs ahead of my own. I’m a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor® whose mission is to better connect your money with your life.
Services for Your Success
Geared toward serving the needs of practicing physicians, our Physician Prosperity program provides wealth management services based upon a flat annual fee.
Designed to serve the needs of residents and fellows, Physician Foundations focuses on four key areas critical to establishing the groundwork for future financial success.
Download the book "Myth of the Rich Doctor"
Are you trying to reach a financial position that allows you to do what you want, when you want? Even for high-earning physicians, wealth-building is fraught with complexity. This book will help you gain insights about:
Connect your money with your life.
Schedule a free, no-obligation consultation to discover how to reach your goals and live your ideal life with less stress and more time to do what you enjoy.