An Opinion You Can Trust.
Unbiased and Un-Conflicted Financial Planning for Doctors and Physicians
Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners. We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
For In-Training Members
First Year is Covered at $50/Month*
+
$500 One-Time Onboarding Fee
*After first year, monthly subscription reverts to our standard membership pricing which currently is $150 per month
We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to the unique needs of physicians, you will see that My Financial Coach can help physicians at all stages of their careers.
Our coaches can help you with:
Our CFP®s also have access to Subject Matter Experts in legal, tax, investments, insurance, exit planning etc. to bring solutions to your planning.
Schedule some time to speak with a Coach Today.
See if Financial Planning is right for you!