Financial Planning for Physicians

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Everyone has their financial goals, but not everyone knows how they will get there.

How much risk should I take to reach my goals? Do I have enough to retire and at what age? How do I save for my children's education and my retirement at the same time? How can I be as tax-efficient as possible?

These are all valid questions, and fortunately, we have the answers.

We strive to be different, so our firm offers transparent pricing.

Save time and see our pricing below.

Our Packages

Click Here for a Side-By-Side Comparison of Our Packages

Starter

12-Month Engagement

Develop investment portfolio & set financial goals
5 year cash flow and savings projection
Review retirement account contributions (IRA & Roth)
Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
Elect employee benefits & evaluate supplemental coverage needs

$3,000

Full Details

Essentials

12-Month Engagement

Everything from Starter package plus:

Investment portfolio analysis and recommendations to asset allocation and/or target date funds
Year-end tax planning & savings
Stock options strategy and stock plan optimization for ESPP and RSUs
Debt strategy for mortgage, student loans, auto loans, etc.
Traditional versus ROTH contribution analysis
Education and college funding
Insurance planning (Life, Disability, Long-term care)
Assistance with major purchases (i.e. home buying help)
Review custodial account contributions

$5,000

Full Details

Complete

12-Month Engagement

Everything from Starter + Essentials packages plus:

Tax coordination meeting with your accountant
Stock options strategy and stock plan optimization for ISOs and NSOs
Alternative investment strategy (private equity, venture capital, non-traded real estate)
Tax-qualified investment consideration (exchange funds, deferred annuities, etc.)
Retirement income forecasting and planning
Concentrated stock strategies & liquidation (10b5-1 planning)
Estate planning review - updating documents and beneficiaries as needed
Budget analysis (spending by category, spending history, budget establishment)
Roth IRA Conversion analysis
Annual gifting & charitable giving

$9,500

Full Details

Get Me Organized!

6-Month Engagement

Appropriate for individuals who simply need help getting organized, and on a plan.

Invest my savings and retirement accounts
Consolidate old retirement accounts into an IRA or your current employer retirement plan
Determine which retirement plan and contribution amount is appropriate for you
Make a stock sale plan
Evaluate refinance and loan payment options
Determine accounts to open for your children
Calculate your current home purchasing power
Assess need for supplemental insurance coverage

$5,000

Full Details

Financial Coaching

12-Month Engagement

Our Financial Planning Advanced Package

+

Our Investor Plus Package

That Includes:

Tax coordination meeting with your accountant
Stock options strategy and stock plan optimization for ISOs and NSOs
Investing the cash in your bank account, 401(k), 403(b), IRA, and Roth IRA
Current investment review and new investment recommendations
Alternative investment strategy (private equity, venture capital, non-traded real estate)
Tax-qualified investment consideration (exchange funds, deferred annuities, etc.)
Retirement income forecasting and planning
Concentrated stock strategies & liquidation (10b5-1 planning)
Estate planning review - updating documents and beneficiaries as needed
Budget analysis (spending by category, spending history, budget establishment)
Roth IRA Conversion analysis
Annual gifting & charitable giving

And MORE!

$8,000

Full Details

Client Onboarding Process

Step 1: Introductory Meeting

Fact gathering - your current finances and goals
Identify objectives
Define scope of engagement and timeline
Fee estimate

Step 2: Goal Setting + Software Setup

Outline short and long term goals
Link accounts to eMoney software
Review spending and cash flow
Risk assessment
Collect fee

Step 3: Final Presentation

Provide recommendations and implementation advice based on your financial profile and goals.

Step 4: Execution

Complete account(s) setup
Trade execution

Book an Introductory Call

Frequently Asked Questions

1.) What’s the main difference between Essentials and Advanced?

The main difference is that the Advanced package provides coordinated planning with an outside tax professional throughout the year. Coordinated planning can be beneficial to you because your strategy is developed with both financial planning and tax consequences in mind. Furthermore, it allows you to have confidence knowing you’re asking the appropriate questions to your accountant.

2.) If I want one service from the Advanced package, can I swap that in for a service in the Essentials package that I don’t need?

Yes, you can. Our packages are priced based on how much time we spend with you so let us know what you have in mind and we’ll tailor the engagement to fit your needs.

3.) What is the additional fee to include my spouse?

For the Essentials and Advanced packages, there are no extra fees to include your spouse. The flat fees of $5,000 and $8,000 includes the both of you.