Our Fees
Find balance with a comprehensive plan
Our Transparent
Pricing Model
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
- A 50% one-time setup fee and monthly fee discount may be available to in training physicians depending on total household income
Stop Stressing About Your Finances
We’re here to help you find the balance your life deserves,
and the first step is creating your financial plan
Being a great physician can take it out of you. At the end of the day, you may find there
isn’t much left in the tank. We get it… financial planning is easy to put off. We can help
guide your planning so you can stop stressing about money and focus more on the areas
of your life that matter most.