Comprehensive Planning Program

Partnering To Provide Total Support For Individuals

ApolloMD + My Financial Coach Comprehensive Planning Program

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.

Download Our Brochure

"Employer Communication Booklet"

We provide financial planning and education for every career stage to achieve financial wellness.

Our coaches can help you with:

  • Help you determine how to be structured as an independent contractor (LLC, S-Corp etc.)
  • Student debt planning
  • Retirement Planning
  • Charitable Planning
  • Debt Management
  • Education Planning
  • Risk Management and Asset Protection
  • Vision and Goals
  • Optimizing benefit and compensation programs
  • Tax Planning and Strategies
  • Estate planning

Digitally organize all your: 

  • Financial accounts
  • Tax and legal documents
  • Insurance coverages
  • Investments
  • Annuities, IRAs, 401(k)s
  • Employer compensation and benefit plans
  • Practice valuation
  • Real estate holdings
  • Estate planning
  • Wills, Trusts, Deeds

We also have an esteemed group of Subject Matter Experts to help in legal, tax, accounting, investments, insurance etc.

Let's get started.

Time to construct a sturdy platform to support your potential for workplace wealth.

Individual Plan

  • $1,000 One-Time Onboarding Fee

    *$1,000 Onboarding Fee is refunded
    , if your employer signs up within 12 months.

    1 Year at No Cost for ApolloMD Participants

  • afterwards just $100/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents
  • Reservations Only

Ready to sign up?


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.