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Fax (248)869-6027

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A complete financial picture, accessed through a single login from your laptop, tablet, or smartphone

Physicians' Financial my CFO
  • What do I owe on my student loans?
  • How does our spending this month vary from our budget?
  • Can a family member locate my important documents in an emergency?
  • How is my net worth changing over time?
  • Answer these questions and more with Physicians' Financial my CFO. Powered by Balance Financial, your my CFO account gives you the ability to pull all your financial accounts together so you can make important decisions using complete and up-to-date information.

Automated Expense Tracking Secure File Storage

    Physicians' Financial my CFO lets you:

  • create a budget
  • automatically track spending and view real-time budget reports
  • view all your financial account balances and transactions in one location, including credit cards, student loans, bank account balances, and many others
  • track investment performance
  • store important documents such as wills, tax returns, receipts, and insurance policies in a secure online file cabinet
  • collaborate online with your Physicians' Financial advisor
Physicians' Financial my CFO is provided to all income tax and advisory clients at no charge.  It is
also offered to verified medical students and House Officers at no charge.