Financial Planning for graduates of medical school, including residents, early-career physicians and physician assistants.
We help eliminate confusion and reduce stress around money so you can focus on what’s important to you, whether your priority is continuing to advance in your career, spending more time with your family, or giving back to your community.
And best of all, we do it with fair and transparent pricing even a resident can afford.
Ready to eliminate confusion, reduce stress, and gain control of your financial future?
Whether you have questions about student loan repayment, your investments, or a myriad of other financial topics, we’re here to listen and help.
Our Financial Planning Process
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Getting To Know You
The best financial plans aren’t based on numbers and charts, but are forged in the alignment between your values and your money. Before we can begin to make recommendations, we get to know you and your family, and the values you hold most dear.
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Iterative Planning
Your time is valuable, and the real value of a financial plan is in its responsiveness to change. That’s why our planning is designed for the long-term, focusing on those areas with the greatest financial impact upfront, saving the smaller details for later, so you can focus on one thing at a time.
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Evidence-Based Wealth Management
Through the use of technology, we’re able to implement a low-cost, broadly diversified and tax-aware approach to your investment management, with no minimums to get started.
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Value-Oriented Pricing
Costs matter when it comes to your financial outcomes, and tying together our process is a commitment to fair and transparent pricing, designed to meet you where you are today.