Fiscal Fitness Program

In our ongoing efforts to recruit and retain the best and brightest physicians, we are now offering a financial wellness program. 

Home loan program

Student loan analysis *NEW

We have partnered with Navigate, a company that specializes in healthcare student loan repayment. They save clients anywhere from $10,000 to $400,000, depending on the situation.

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*Funded by Montage Health Foundation, this service is FREE to physicians and APPs.

Financial Planning Services

Financial Planning Services *NEW

Attend four sessions with Integris Wealth to receive a personalized, long-term financial plan. After the program, physicians can choose to continue with Integris, or select another advisor. Cost $500 (Value $5,000)

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Contact us

For questions, contact Center for Physician Excellence at (831) 625-4556 or by email.