Plimsoll charges a flat fee.
Knowing how much you pay for a service makes good financial sense, right? I charge a flat, all-in fee that’s transparent and reduces conflicts of interest. You’ll know exactly how you pay and it’ll be built right into your monthly cash flow.
Plimsoll specializes in helping physicians.
Physician families face unique financial challenges. A late start to higher earnings, massive student loans, complicated employment structures, and lifestyle creep are a few of the situations I can help navigate.
Meeting with your financial planner doesn’t need to be hard.
Plimsoll was setup as a virtual firm before COVID made it necessary. Most client meetings take place online and we’ll use collaborative software to keep your financial plan moving forward.
I’m a CERTIFIED FINANCIAL PLANNER™.
This shouldn’t be a difference-maker, but unfortunately it still is. The term “financial planner” is unregulated, so how can you know who is qualified to help you make financial decisions? The CFP® designation helps ensure that the planner is competent and committed to a Code of Ethics.
