Our Transparent Pricing Model

Use our pricing calculator to see your monthly fee. Discounts may be available for in-training physicians.

How Our Pricing Works

We charge a monthly flat fee for financial planning, so you always know what you’re paying. We don’t earn commissions, receive kickbacks, or sell insurance or other financial products. 

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Start the process with a one-time setup fee of $1,500

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Determine your monthly fee based on your individual circumstances 

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Residents and fellows may be eligible for our Foundations Financial Planning service, with fees typically 50% to 75% lower than our standard planning fees, depending on stage of training and household income. 

Calculate your monthly fees

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Your Financial Advisor Interview Checklist

Interviewing a financial advisor for the first time? This checklist helps physicians ask the right questions about services, fees, compensation, investment approach, and ongoing communication, so you can better understand whether an advisor is a good fit for your needs now and in the future.