Financial Planning

Comprehensive Solutions 

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HELPING YOU MAKE THE RIGHT FINANCIAL DECISIONS

Services We Provide

Retirement Planning

No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.

Net Worth & Cash Flows

We help you aggregate financial information from various institutions covering all of your household investments, brokerage, banking, lending, credit, so you can calculate household inflow/outflow metrics for a holistic cashflow picture.

Debt Optimization

Paying off credit cards, auto loans, a mortgage and now a loan on a practice? We will work together to determine the plan that best fits your situation.

Education Planning

We do an in depth analysis of the education funds needed to pay for education. We evaluate what tax benefits are available and opportunities in scholarship and grants, given the client’s financial circumstances.

Estate Planning

We help you organize and provide an overview of estate needs and, if needed, provide references for qualified attorneys to make sure the client’s needs are covered.

Employee Benefits Review

Have you made any employee benefit elections this year? Are your benefits incorporated into your financial planning? We help you choose which benefits based on your comprehensive financial plan.

Sample of the Questions We Help Answer

  • What is my current net worth?
  • How much should you put in your retirement account?
  • Do you need life insurance, and, if so, how much and what type?
  • How can you reduce your tax bill?
  • Do you know how much you save or spend each year?
  • Can you protect yourself from high long-term care costs?
  • Are you borrowing money the most efficiently?
  • How can you protect your family when you are gone?
  • Do you have the proper amount in an emergency fund?
  • What is your risk tolerance and how much risk are you taking right now?
  • What is your current asset allocation with everything you own combined?
  • Can you afford to help your children or grandchildren go to college?

Pricing of Financial Planning Services

SERVICE OFFERING Starter* Growth** Infinitum
Financial Position Statement
Cash Flow Planning
Tax Planning
Financial Risk Management
Investment Review
On-Demand Financial Advice 1 PLANNING MEETING PER YEAR; 2 EMAILS & 1 PHONE CALL PER MONTH 2 PLANNING MEETINGS PER YEAR; 4 EMAILS & 2 PHONE CALLS PER MONTH 4 PLANNING MEETINGS PER YEAR; UNLIMITED EMAILS & 4 PHONE CALLS PER MONTH
Student Loans Review
Retirement Planning
Compensation & Benefits Review
Education Planning
Estate Planning
Cost $100/Month $300/Month $500/Month

* Only available to Medical Students & Residents, Dentists in training
** Only available to 1st year Physician Attending

Do You Have Any Questions?