Your patients trust you with their health, our clients trust us with their finances. Just like you, we take a comprehensive approach to providing care. Throughout the financial planning process, we will take everything into account to identify where you are, where you want to be, and how to get there.
Working together in an ongoing relationship will allow us to be an accountability partner for you. It will ensure that you receive continual care, and that the informed decisions you make will get implemented and updated when necessary.
When life throws you a curveball, it also means you’ve got a financial expert who’s on-call to help you navigate your way.
As fee-only financial planning firm, we will also act as a liaison with other specialists (attorney, accountant, realtor or insurance agent) who all play an important part in your finances.
We work with any physician regardless of asset size or net worth. No minimum required. Imagine if you told patients that you wouldn’t help them unless their BMI was under 25. Sounds ridiculous, right? We think so, too.
Our First Step is to Diagnose
Meeting One: Get Acquainted
During this initial informal conversation, we’ll talk about your journey to how you arrived to where you are today. We will also discuss what you would deem as a successful relationship over the past year.
Meeting Two: Discover Your Ideal Life
Our favorite meeting! This is where we get to know the real you and encourage you to dream big. This conversation will be focused around your dreams, goals, intentions, and life plans. We’ll assess what’s realistic, what has a finance component, and how to make your goals a reality.
Meeting Three: Get Organized
We’ll focus more on the financial data as we help you to get your financial life organized. Understanding where you currently stand with your banking, debt, investments, and insurance. The most important thing about this meeting is that we extract all the information from your head into one place, so we can assess the areas to tackle first.
Meeting Four: Create a Spending Plan
We help you analyze how you are spending money and help you develop a spending plan free-of-guilt. We help you identify your priorities and assist in allocating money in a way that assists you in achieving your goals.
Then, We Prescribe
Meeting Five: Create a Financial Health Assessment
The financial plan isn’t a complicated 50-page document that leaves you with more questions than answers. We deliver a short 5-page plan that describes where you are currently in your financial life and provides a prescription for how to get where you want to be. This is a living, working document that we can easily readjust if life takes a new turn or something unexpected happens. Life is constantly changing and we are there to see you through it. It’s an honor that when something major happens in our client’s lives and we are one of the first people they call.
Checkups & Fees
As your primary financial care specialist, we do semi-annual check-ups. Think of this as long-term care rather than a one-time visit. The result is a custom financial plan and includes access to us whenever you need it.
Investment & Planning Cost
If investments are below $1,000,000 = $500/mo
If investments are above $1,000,000 = $833/mo
We have a true flat fee pricing structure. No hidden fees or gotchas. It’s simple and transparent, the way it should be!
If you are a resident, see our special program just for you.