Pricing

Clear pricing. Simple flat-fee structure.

Planning Services for the Early Stages of a Physician’s Career

The Comprehensive Financial Plan

This is a 5-meeting engagement, typically spanning four months, designed to actively help you implement a comprehensive and customized financial plan with the goal of keeping you accountable.

• The financial plan includes everything in your life, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations

• This plan includes unrestricted phone and email access throughout its duration

The flat fee for this plan is $8,000

→ Next Steps

Step 1) Schedule
‍After completing the above contact form, I respond via email to confirm details and explain the process.
Consultations are only scheduled Thursday and Friday between 9:30am and 4:30pm Eastern Time

Step 2) Intro Meeting
The intro call is an opportunity to ask questions, discuss your financial concerns, and establish the values to guide your money decisions. If you decide to move forward, you’ll receive a fiduciary agreement and an invitation to your personal financial planning website.

Step 3) Getting Started
Then, the first financial planning meeting focuses on getting acquainted, confirming facts, and setting the tone for the next three meetings.

Get a Financial Plan