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.
We provide financial planning and education for every career stage to achieve financial wellness.
Our coaches can help you with:
Digitally organize all your:
We also have an esteemed group of Subject Matter Experts to help in legal, tax, accounting, investments, insurance etc.
1 Year at No Cost for ApolloMD Participants
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.