Start your journey
to financial success with Modoo Strategy
Flat-fee comprehensive financial planning or consult services for healthcare professionals
and solopreneurs.
and solopreneurs.
Personalized financial advice tailored to your goals, reviewing your situation, making recommendations, assisting with implementation, and adjusting the plan as needed while monitoring your progress.
Whether you are a new locum tenens physician, or rideshare driver, we understand that starting your new business may be unfamiliar and we can help jumpstart your journey on a project-based arrangement.
You’ve graduated and always told yourself that you will worry about student loan debt in the future, but now the time has come. We will be there to educate you on your repayment options and formulate a strategy.
Financial planning allows us to serve as your trusted partner throughout life's financial journey.
As we transition through various life stages, each unfamiliar and new, our financial landscape evolves alongside us.
Our role is to guide you through this journey by understanding your financial situation and goals, and crafting a strategy to achieve them. Beyond guiding you towards your objectives, we are committed to safeguarding your financial future by preventing costly mistakes.
Our goal is to ensure you seize opportunities that align with your aspirations while avoiding potential setbacks. In essence, our mission is not just to manage finances, but to empower you through key life decisions, enriching your financial well-being and peace of mind.
We offer project-based services for targeted financial issues, such as student loan repayment strategies or insurance needs.
This approach provides focused assistance without requiring a comprehensive commitment.
Differences from other firms include:
-Fee-only structure and do not require that we manage your assets under management (AUM). This reduces the incentive to recommend costly and unnecessary financial products or to invest more money in your portfolio when paying off debt might be in your best interest.
-Our advisor brings firsthand experience with various financial challenges, including:
Student loan debt from medical school and college
College savings
Purchasing disability and life insurance
Navigating government benefits (from working at the VA hospital)
Working as a locum tenens physician (1099 independent contractor)
Managing Defined Benefit plans and Solo 401K plans
-Additionally, our advisor holds a Certified Student Loan Professional designation, demonstrating specialized expertise in student loan repayment strategies.
No, although we do offer this service we don’t require clients to entrust us with investment management.
We support “DIYers” who prefer managing their own accounts while we will review and provide guidance on investment strategy along the way.
In some circumstances, we do invite those wanting direct investment management.
While your CPA manages tax filings, we specialize in proactive tax strategies and collaborate closely with them to optimize your overall tax situation.
We provide detailed summaries of your tax situation (which your CPA will appreciate receiving), ensuring all pertinent details are considered for tax efficiency.
Our proactive approach helps in identifying opportunities that may be overlooked in the typical tax preparation process, enhancing the overall effectiveness of your tax planning strategy.
Schedule a no-obligation introductory phone/video call so that we can understand your pressing financial concerns. This free call is typically 30-minutes long to see if we are a good fit for each other.