Financial Planning

Fiduciary financial planning for individuals with a specialty for healthcare professionals.

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What We Focus On

In addition to addressing your own unique financial questions, we commonly help people:

Get Organized

We will organize your financial life so you can view your complete picture and net worth with one login.

Define and Track Goals

We will help you identify your financial goals and customize a plan to help you reach them.

Plan for Retirement

We will help you optimize your 403(b), pension, retirement accounts, social security and retirement income.

Diversify Investments

We will analyze your current investments and recommend changes to align with your objectives.

Remain Tax Efficient

We will help you take advantage of strategies such as roth conversions so you keep as much of your hard earned money as possible.

Navigate Student Loans

We will help you implement strategies to efficiently pay down your financial debt.

Care for Loved Ones

We will review your wishes to ensure they are carried out in the event you’re not able to.

Establish an Emergency Fund

We will help you prepare for life’s unknowns so you stay on track for the big picture.

Who's a Good Fit

You work in the healthcare profession and have questions about your 403(b), pension, student loans, or just your finances in general.

You want to take control of your financial future.

You are looking to delegate your finances to an expert.

It is important to you that your advisor is transparent about fees and acts in your best interest.

Financial Planning Cost

We offer 2 financial planning service models to best serve your unique needs:

One-time Financial Plan

$1,999

We will create your household’s financial plan
($1,499 for individuals)

4 financial planning meetings with easy to understand takeaways to improve your finances.

Ongoing Financial Planning

$999 One Time Fee +

$249/month for households
$199/month for individuals

We will create, monitor, and implement your plan. We ask for a minimum 6 month commitment for ongoing financial planning.

Ready to Learn More?

Learn more about getting started with our services.