FIDUCIARY
Your interests before mine, because I have no incentive not to.​
FEE ONLY
I only get paid directly from you; not on the back end from investment or insurance commissions.​
INCLUDED INVESTMENT MANAGEMENT
No AUM fees clouding my objectivity.​​​
FLAT FEE
One quote for services up front which is locked in for a year, no surprises.
WHY ME?
CFP® - CERTIFIED FINANCIAL PLANNER®
I've been a Certified Financial Planner® for 6 years now; and it takes three years of experience to get it. Almost a decade focusing on financial planning.
EA - ENROLLED AGENT
A physician's financial life is unique; a shorter-than-'normal' career timeline + high income = a lot of taxes. Managing your biggest expense (taxes) is of utmost importance. I've put a lot of training into learning the ins and outs, and how financial decisions will show up on your tax return.
RICP® - RETIREMENT INCOME CERTIFIED PROFESSIONAL®
I worked the first 5 years of my career with high-net-worth retirees; I know what successful retirement looks like, and how to get you there.
CSLP® - CERTIFIED STUDENT LOAN PROFESSIONAL®
Alongside a late start to your career due to training, you're also starting in the negative. I've given advice to hundreds of individuals and over $65mm of Federal student loan debt to guide you out of this debt.
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CFP®, EA, RICP®, CSLP® CERTIFIED!
SERVICES
HOLISTIC FINANCIAL PLANNING
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An informal one-year commitment, with the goal of building a long-term relationship.
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What’s included: tax planning, investment management, cash flow planning, retirement planning, insurance planning, student loan advice, and more.
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Cost: Starts at $400/month, with adjustments based on your unique situation (like self-employment, family setup, income level, etc.)
TAX RETURN
REVIEW
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Curious if your tax preparer, or you, missed something on your return? Let's find out.
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What's included: up to a 30-minute Loom video walkthrough. I'll review your return and point out any tax planning tips I see.
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Cost: $150 flat for the review. If an amendment is needed and you want me to handle it, I'll credit the $150 toward the amendment cost.
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TAX
FILING
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Need to amend a return or ready to file your next return? I'm happy to have a conversation to see if I can help.
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What's included: full preparation and filing of tax returns, including Federal, state and city returns. Electronic filing of returns when possible.
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Cost: Starts at $500 for a Federal & state tax return, and pricing increases with complexity. I'll quote a flat fee for the return prior to moving forward.
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