Financial planning services

Not everyone can be a financial planning wizard. That is why Montage Health Foundation partnered with Integris Wealth to offer you sound, personal financial advice.

What we offer

  • Attend four personalized consultation sessions over six-months
  • Leave with an individualized plan you can implement yourself, continue with Integris Wealth, or select another advisor of your choice.

Based on your needs and goals, you are provided with:

  • Investment portfolio review and recommendations
  • Long-term financial planning and recommendations
  • Employment benefits review and recommendations
  • Real estate portfolio review and recommendations
  • Debt review and recommendations
  • Tax review and recommendations
  • Insurance policies review and recommendations
  • Estate plan review and recommendations
  • Philanthropic plan review and recommendations

The investment

  • Your investment is $500 and paid directly to Integris Wealth
  • Montage Heath Foundation’s investment is $4,500
  • Integris Wealth’s investment is $5,000

To apply, you must meet the following criteria:

  • A physician on medical staff for a minimum of two years and in good standing
  • Demonstrate interest in or currently serving on a committee, workgroup, or leadership role with a Montage Health entity
  • Commit to completing all four financial planning consulting sessions within six months or reimburse Montage Health Foundation 50% of the Montage Health Foundation’s $4,500 investment
  • Complete a feedback survey when program is complete

Applications due November 1, 2022 or March 1, 2023.

Apply now

Contact us

Call (831) 625-4556 or email the physician support team if you have feedback, suggestions, questions, or an event idea.