Services
Financial Strategies optimized for Health Professionals
Through all the seasons of your career, we’ve got you covered.
Hourly Consultation Packages
The Financial Advocate in Your Corner: Education and Solutions When You Need it Most- Work through specific financial challenges, build financial skills, and get action items and recommendations
- Get help with loan repayment strategies
- Answer questions about financing, PSLF, budgeting, and much more
- Pre-purchased financial counseling packages are offered at a discounted rate
- Email support is available between sessions
Your Complete Financial Care Plan
The Roadmap to Attain Financial Health for Your Career, Family, and Beyond- Take full control of your finances at any stage in your career
- Great for new professionals facing significant debt and career transition; new households with several competing financial priorities; and those approaching major transitions like retirement
- Comprehensive Assessment: a deep dive into your complete financial picture
- Your Care Plan: a strategic financial roadmap, customized with specific action items and milestones that prepares you with financial confidence to meet your short, mid and long term financial needs and ambitions
- Periodic Touchpoint Reviews to stay attuned to your journey
Estate Planning Support
Cost Efficient Solutions to an Overlooked but Necessary Process for Family Security- Step by step education and guidance through the completion of your estate plan
- Trust and Will-Based Estate Plan structures manage the risks of probate, ease emotional turmoil, and articulate your personal priorities
- Powers of Attorney documents formalize assignment for financial and medical directives
- Property Deeds streamline tax efficiency of property transfers
- This is not formal advice or legal counsel.
Looking for a Financial Wellness Benefit to Drive Organizational Growth and Membership Loyalty?
Contact me to discuss tailor-made programs and services to meet your group’s specific objectives.
Not sure which option is right for you?
Schedule your FREE 30-minute discovery call.
We will discuss your situation and recommend the best fit. No pressure, no obligation.
Can I switch from one option to another?
Absolutely. Start with a single session, then upgrade to a package or comprehensive plan. Any paid hours will be prorated toward your new engagement.
What happens if I purchase a time cluster but need more hours?
No problem. You can purchase additional hours or upgrade to another package at the discounted rate.
How long does the Comprehensive Plan take?
Typically around 2 months from start to completion, depending on your schedule, our meeting frequency, and complexity of your situation.
Do you sell investments or insurance products?
Never. We’re fee-only, which means we only get paid by you—not through commissions. Our advice is 100% unbiased and in your best interest.
Can I pay in installments?
Yes, for the Comprehensive Plan we offer a 50/50 payment structure (half upfront, half upon completion). For other options, contact us to discuss payment arrangements.
What if I am not satisfied?
We strongly encourage you to take advantage of the Discovery Call that has no cost to you so we can assess our compatibility. Due to a fee only arrangement, payment is invoiced and due after any billable time has been delivered. However, if you have pre-paid for a service package and you change your mind, a partial refund will come back to you. The formal Client Agreement will have all the details so you understand everything prior to starting our work.
READY TO TAKE FLIGHT?
Stop letting financial stress undermine your financial control. Choose the service that fits your needs and LET’S GET STARTED!