Let’s collaborate with
Comprehensive Financial Planning.
We will help you build and implement strategies that have measurable impact.
Explaining The Process
As an anesthesiologist or pain specialist, your high-earning specialty gives you significant potential for financial optimization. The positive impact of good planning will be felt by you and your family immediately and will last for decades.
Our planning process has two phases, plan design (year 1) and plan implementation (years 2+). This process is custom-tailored to fit your financial priorities as well as your schedule.
Anesthesia/Pain Residents & Fellows
Resident’s Working Session – $249 for 90 mins packed with value
If you have a few specific questions and are looking for professional advice that you can take and implement, this is an ideal engagement for you. We work to pack as much value in an hour and a half as possible, with whatever specific issues are on your mind. Insurance, benefits, student loan repayment optimization, tax strategies, investment overview, you name it!
Ongoing Financial Planning Starting At $99/mo
If you’re looking for an ongoing partner to help with student loan payback and debt management, setting up employer benefits, ensuring that you get the right insurance policies in place to protect your future income, looking at your cash flows, we offer special comprehensive planning and project-based rates for young physicians who want help with these items.