Ongoing Comprehensive Financial Planning
We specialize in year-round financial planning for healthcare professionals (physicians, nurses, dentists), gig-workers and solopreneurs. Our approach includes spaced-out remote meetings addressing different topics at strategic times throughout the year.
Schedule a free 30-minute Introductory video or phone call to see if we are a good fit.
Retirement Planning
Review your retirement plans available, assist in choosing your investments, and understand savings needs. We help navigate retirement plans for the self-employed including Defined Benefit Plans (Cash Balance Plans).
Debt and Cash Flow
Analyze current spending habits and devise a strategy for debt payoff. Extensive financial counseling is provided.
Student Debt Repayment
With a designation as a Certified Student Loan Professional, we are experts in saving for college, applying for student aid, and loan repayment strategies.
Risk Minimization
We will review your insurance needs and work directly with the insurance broker of your choice to protect you from financial disasters without being oversold.
Investment Management
We tailor diversified asset allocation strategies to your goals and risk tolerance. We welcome DIYers to manage their own investments and provide guidance along the way.
Estate Planning
We evaluate your estate tax exposure, review your current estate plan (wills, powers of attorney, trusts), and will prepare you any meetings with estate planning attorneys as needed.
Employment Benefits
Evaluate and decipher offerings such as health insurance, disability insurance, retirement plans, FSA, etc.
Tax Planning
We implement tax-efficient plans across all our services, collaborating with your tax professional to develop optimized tax strategies. We will also review your returns with you to address any concerns with your tax professional.
Solopreneur/Gig-work Guidance
We guide "1099 gig workers" through their business journey, offering support in navigating challenges like insurance planning, entity formation, tax-planning and benefit creation.
Ongoing Comprehensive Financial Planning Process
01
Prospect Meeting
02
Discovery Meeting
03
Get Organized Meeting
04
Possibilities Meeting
03
Organized Meeting
04
Possibilities Meeting
05
Plan Delivery Meeting
06
Ongoing Financial Plan