Life changes all the time. And when life changes, your finances change too. Ongoing Financial Planning is designed to guide you through those big transitions, making sure you have the information you need to make the right financial decisions at every step along the way.
Should you focus on paying off your student loans or saving for a house? What about moonlighting through fellowship? How do you manage a 4x salary increase after signing an attending contract? Are you saving enough for retirement? How are you going to pay for college? Are there ways to minimize your taxes? Do you have the right amount of disability insurance?
I help you proactively manage these transitions and many more.
Hiring a financial planner is a daunting task. It doesn’t help that the whole idea of “financial planning” feels abstract and intangible.
Hopefully this overview of Ongoing Financial Planning adds some concreteness to your expectations.
Ongoing Financial Planning costs $4,200 a year. If you want investment accounts managed, it’s $7,500. If you’re a medical resident or fellow, it’s $2,000.
Prices are per household and most clients split it up into monthly payments.
That’s it. Simple, transparent, and flat fees.
You’ve got financial questions. A One-Time Financial Plan answers them. Simple as that.
We cover all the nitty-gritty details of your financial life. Cash flow, investments, insurance, debt, education, and lots more. Have a unique situation that only applies to you? We’ll cover that, too.
Over five (maybe six) meetings, we’ll assess where you are right now, where you want to be in the future, and what concrete steps you need to take to get there.
Great for DIYers or folks looking for a second opinion, One-Time Plans are designed to give you an objective assessment of your current financial situation without the long-term commitment of Ongoing Planning.
Here’s the process we’ll follow to build your financial plan.
A One-Time Financial Plan is $3,800.
No upsells. No gimmicks. Easy peasy.
Maybe you just have a couple questions about one-off things like maximizing your employee benefits, paying off student loans, or getting the right insurance in place.
Quick Projects give you a chance to ask those questions and get unbiased answers at a lower price.
Quick Projects are focused and concise.
One Meeting projects address a single issue and cost $600.
Two Meetings projects cover two to three issues and cost $1,400.