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Our Flat-Fee Planning Service.

Residents and Fellows

Starting at $3,000 + Tax.

Get a headstart.

Your professional journey to becoming a licensed physician can be a costly one.


Long residences, unpaid fellowships and high cost-of-living can add up debt really quickly.


We can help you answer questions like how to tackle debt, navigate tough financial decisions like incorporation and when to buy a home.

Licensed Physicians

Starting at $7,000 + Tax.

Financial health is wealth.

Feeling like $1 million is definitely better than simply having $1 million. 


You're a seasoned physician but no matter how hard you work, you feel like you're no closer to achieving your financial objectives.


We help you get off the high-earner hamster wheel by providing an insightful analysis and an actionable roadmap to a stress-free future.

How does our planning process work?

Data Gathering

You've finished your Money MRI and now we start gathering your financial data to begin the planning process.

Discovery Meeting

Now, we get know the person behind the numbers by asking you about your life, your vision and values.

Synergy Session

Here, the personal + financial come together and we start crafting your journey—in real time.

Navigating Risk

Your journey will have some obstacles. In this meeting, we help you learn how to navigate around them.

Protecting your Legacy

If something happens to you, your family will need some help completing the journey. We discuss a plan to get them there. 

Roadmap Delivery

Our final step in the process. You'll get the roadmap and instructions to get started on your financial journey.

What can financial planning do for you?

Find Balance.

Life Planning

When financial planning is done right, you can spend more time doing the things you love without having to worry about money.

Build wealth faster.

Tax Planning

The more you keep, the faster you can grow your family's wealth. Our planning process can uncover opportunities and strategies to lower your taxable income. 

Protecting yourself.

Risk Planning

Accidents happen. We put together a number of contingencies to overcome and adapt to life's obstacles.

Building a stress-free future.

Retirement Planning

Aging is an inevitable part of life and we provide the roadmap to building your nest egg and putting your mind at ease.  

Book your 30-Minute Money MRI

This is your first step to getting your finances BACK ON TRACK so you can be the doctor you always wanted to be!

30-Minute Money MRI