Financial Planning for Physicians and Young Professionals
Our sweet spot is working with physicians and busy professionals in the early and middle stage of their career, creating plans to help them minimize taxes, pay off student loans, invest for retirement, protect themselves with insurance, buy their dream homes and much more.
For the busy physician or busy professional who wants to work together on an ongoing basis to provide proactive financial planning, tax planning and investment management.
Our work with clients begins by getting to know what’s important to you and helping you achieve it. Financial Planning is about more than just planning for retirement, although that’s an important piece.
It’s about taking a holistic view of your financial world: spending, saving, investing, tax planning, estate planning, college, loans, insurance, employee benefits, equity compensation, and creating a plan that incorporates all of it and charts a path to achieving your goals.
Ongoing Financial Planning is just that “ongoing”. We will meet 3-6 times during your first year to build and implement your financial plan. And we will continue to meet regularly and as needed when life changes such as new jobs, relocations and family additions, occur to make sure everything stays on track.
STARTING AT $250*
(flat rate based on complexity)
*For medical residents & fellows as well as new graduates we offer a reduced subscription
BASE MONTHLY FEE $250
ADJUSTMENTS BASED ON INCOME & NET WORTH
| HOUSEHOLD INCOME OF: | ADDITIONAL MONTHLY FEE |
| UP TO $500K | $0 |
| $500K - $1M | $100 |
| $1M+ | $300 |
| HOUSEHOLD NET WORTH OF: | ADDITIONAL MONTHLY FEE |
| UP TO $500K | $0 |
| $500K - $1M | $100 |
| $1M - $3M | $300 |
| $3M+ | $500 |
For the busy physician or professional who wants help in creating their financial plan and can take over from there.
Sometimes you know exactly what needs to be done and other times it can help to have some guidance before you set out on your own.
With our one-time plan we can help you create the perfect starting point to give you the confidence to manage your finances on your own.
We start with understanding your specific needs and goals and building a financial plan that allows you to reach them. Helping to navigate the tradeoffs between investing for retirement, saving for your kids education, paying off loans and more.
