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Financial Planning Solutions

Our sweet spot is working with physicians and young professionals in the early stage of their career, creating plans to help them pay off student loans, invest for retirement, protect themselves with insurance, buy their dream homes and much more.

Ongoing Financial Planning

Initial Plan Creation with Ongoing Planning and Investment Management

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.

FEATURES AND BENEFITS

  • A comprehensive financial plan to meet your specific goals, custom designed for your unique financial situation.

  • 3-6 meetings during the first year of plan development and implementation. Then 2-3 scheduled meetings in following years to ensure your plan stays on the right track.

  • Guidance and assistance to implement every step of your financial plan.

  • Investment management, Tax Planning, Estate Planning and Insurance Recommendations included.

  • Unlimited phone, email, and video call support.

  • Confidence in your financial decisions and a trusted advisor to listen to and provide feedback on your plans and goals.

Pricing Schedule

Initial Onboarding and Plan Creation

$750

Ongoing Monthly Subscription

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

One-Time Plan Creation only

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.

FEATURES AND BENEFITS

  • A comprehensive financial plan to meet your specific goals.

  • 3 - 4 meetings to outline your current financial situation, understand your goals, and build a comprehensive financial plan, custom designed for your unique financial situation.

  • Asset allocation recommendations for employer-sponsored retirement accounts. (401k’s, 403(b)s and 529’s).

  • Tax efficient investment planning, Estate planning, and Insurance recommendations included.

  • Unlimited phone, email, and video call support during plan creation.

One Time Plan Creation Cost

$1500

Additional support for 3- 6 months after plan creation is also available