Are You Ready to
Work with Us?
Let’s time your first steps
towards a financial plan
Are you ready to start planning your future financial journey and taking steps forward? Are you open to hiring an expert guide to help you along the way?
This Is an Ongoing Journey
Using your plan as a guide, we’ll be by your side as we work towards your goals
About Our “Triage” Meeting
What to expect in our introductory call
We’d love to get to know you better and see if we can add value. As we learn more about each other, we’re
going to talk about where you are in life and how you feel about your trajectory. We’ll discuss issues you’re
facing, whether or not we might be a good fit to help, and possible best next steps. Sometimes we’re part of
the potential solution and other times we’re not. Either way, taking the first step is huge!
Know exactly what fees to expect with us
We use a flat-fee model in order to maximize transparency with our clients. No hidden fees, kickbacks, or commissions.
- Start the process with a one-time setup fee of $1,500
- Determine your monthly fee based on your individual circumstances
- Receive generous discounts as a physician in training
Generous discounts available for in-training medical professionals