How Can We Help?
As a doctor, you have many critical financial decisions to make. You start out with seemingly insurmountable debt, your first real job in years, complex benefit decisions, and no significant assets. Our On-going Financial Planning is designed to guide you through these issues.
On-Going Financial Planning
Your Personalized Financial Care Plan™ will guide through every significant financial decision you need to make from residency through selling your practice.
- Your Personalized Financial Care Plan™
- Unlimited access to your CFP® and Advisors
Investment Management
For doctors who want in-house investment management, our portfolios are built using years of academic research to identify persistent market premiums. We use low-cost, no-load mutual funds and ETFs to build your custom portfolio designed to meet your personal financial goals.
- Tax Efficient, low-cost, no-load Mutual Funds and ETFs
- Based on Decades of Academic Research
Our Fee Structure
| On-Going Financial Planning | Starting at $5,000/year | |
| Investment Management Services (Optional) | Starting at 0.75% on the first $1.0M |