Medical Professionals Under 40

If you’re anything like your peers, you have student loans and they bother you every time you look at them. If you’ve specialized, you’ve sacrificed for many years while in school. For many, this is the first time you’ve made money in a LONG time… It’s time to have fun while making strides on the things that are important to you.

We will create a plan to:

  • gain control of your finances and empower you to enjoy life! Let us worry about your finances, so you can enjoy doing what you love.
  • pay down debt efficiently. We’ll look at your options (consolidation, refinancing, etc) to determine the best course of action.
  • protect you from life’s uncertainties. Your greatest asset is your ability to earn money. What happens if you are unable to do so?
  • make up lost time in retirement savings. You may not have started saving for retirement. That’s completely alright! We’ll create a plan to begin saving when appropriate.

So, what does it cost to work with us?  Because our fees are based on your personal situation and the complexities it brings, it would be reckless for us to quote a fee without getting to know you better.  In our initial consultation, we will discuss our fee structure and how we’ll work to fit it into your monthly budget.  If at any time you’re dissatisfied with our service, we will refund your fee.  No questions asked.