Our Services
Find balance with a comprehensive plan
Let Us Handle the Details
Solidify a financial plan that keeps you in control
without having to manage all of the specifics
Financial planning is time consuming, stressful, and overwhelming to do on your own. We’ll handle the heavy lifting so you can focus on the things that matter most.
We Know How to Help
Our needs, desires, and goals shift as we move through each life stage. We’re here to help you
navigate differing challenges and reach your goals with a simple, effective plan.
In Training
Do you think about
any of the following:
- Do I need a budget?
- How can I overcome my student debt?
- How will my finances change when I transition into practice?
- What should I be prioritizing right now?
In Transition
Do you think about
any of the following:
- Do I have the money to buy a home?
- How do I manage this income and increased responsibility?
- How can I talk about money with my spouse?
- What do I need to do financially as I start a family?
In Practice
Do you think about
any of the following:
- Am I in line with my coworkers' finances?
- Do I have enough money saved to retire when I want to?
- How do I position my finances to reduce my risk of burnout?
- Can I pay for my children's college?
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
- Receive generous discounts as a physician in training
Generous discounts available for in-training medical professionals
Let’s Overcome Your Financial Obstacles — Together
Once we understand your situation and challenges, our team will collaborate
to create a solution that works for you, both personally and professionally.
- Budgeting for home upgrades which considers other competing values and priorities
- Strategic student loan planning to maximize forgiveness or minimize interest
- Contingency planning for disability, death, burnout (or other unforeseen events) with steps to address gaps
- Tax planning designed to maximize tax shelters and avoid surprises
- Investment management designed to put you on track for goals — without the heavy lifting
- Financial strategizing for combining finances and improving communication around money
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.
Understand Which
Decisions are Best for
You and Your Goals
We want to help guide you down the right path,
which is why we offer educational resources
tailored specifically for medical professionals.
