DocEmpowered is different by design. Like the best mentors, we expect you to outgrow us.

As physicians, we are different. That often means we must choose between two suboptimal options when it comes to finding professional financial guidance:

1. physician-focused financial planning firms who are licensed, regulated, and accountable, but don’t understand the impact of RVUs, CPT® codes, prior authorization, and moral injury on the physician experience;  or
2. physician coaches who are inspiring leaders with incredible knowledge and compassion but are not and cannot call themselves licensed financial professionals, nor are they subject to oversight from financial regulatory bodies.

I created DocEmpowered to be the best of both worlds. DocEmpowered is a regulated financial planning firm that embraces the highest standards of fiduciary responsibility and rejects the worst aspects of the financial planning industry. I am a practicing part-time cardiologist who is a leader and advocate in the physician community, an award-winning educator, and a licensed financial planner who passed the Certified Financial Planner™ exam – something only ~30% of U.S. financial planners have done.

Stanley Liu, MD, FACC
Founder & Principal Financial Planner

Meet Stan ↗

The result: A next-generation firm that is a legitimate member of the financial industry yet 100% mission-focused to financially empower our physician community with as little conflict of interest as possible. If you want the power to sustainably create your own financial future with the help of a licensed financial planner who also happens to be a fellow practicing physician, you’re in the right place.

Here are more specific details for how DocEmpowered is designed and how it differs from other financial planning firms who specialize in physician clients:

DocEmpowered is the financial planning equivalent of Direct Primary Care

• DocEmpowered charges a flat or retainer fee
• Value you receive is the empowerment that comes from having a financial plan to sustain your values and goals for decades to come
• For DocEmpowered Premium or Master clients, we also coordinate your financial life with your “specialists” (e.g. accountants, estate attorneys, etc.)

Stan holds the highest credentials in the financial planning industry

• Certificate in Financial Planning from Emory University
• Passed the CERTIFIED FINANCIAL PLANNER™ exam, the most rigorous credentialing exam in the financial planning world
• Associate member, National Association of Financial Professional Advisors (NAPFA) and XY Planning Network, two highly respected organizations whose fiduciary standards exceed those required by law

DocEmpowered rejects the worst aspects of the financial planning industry.

• We are Fee-Only – no selling expensive insurance/investment products to generate sales commissions
• No kickbacks or pay-to-play recommendations of other financial professionals
• No minimum net worth requirement for clients (hello early-career docs!)
• No Assets Under Management Fees (hello high net-worth docs!)
• Instead of keeping you dependent on us, our fee structure incentivizes you to “graduate” from us. The result: a far more financially empowered physician community we can all be proud of.

DocEmpowered addresses dimensions of physician finance NOT typically covered by the traditional financial industry.

• Access to MGMA data specific to your specialty so you know where your compensation stands relative to your peers
• Negotiation skills coaching to ensure you earn what you deserve (for DocEmpowered Premium & Master clients)
• Up-to-date guidance on student loan repayment and forgiveness in an uncertain and constantly changing climate
• A focus on meaningful impact – how to clarify and realize your mission of serving your family, your patients and your communities through charitable giving, philanthropy, and legacy planning