Financial Planning For Physicians With Student Loans


Maximize Life Beyond Your Clinical Work

In Residency & Fellowship

We’ll design a custom student loan plan and help you get started on the right foot forward. You’ll receive a financial strategy, education, and implementation roadmap. 

For Attending Physicians

Should you go for PSLF or refinance your student loans? How does this impact your ability to purchase a home, save for college or buy into private medical practice?

For Practice Owners

How can you lower your taxes as a practice owner? Should you use a 401k and a cash balance plan? How do you juggle running your practice and personal finances?

Student Loan Planning

We build a customized student loan plan for you. We analyze changes and legislation so you don’t have to.

Tax Planning

We coordinate a multi-year strategic plan to minimize taxes over your lifetime. 

Life Planning

We empower you to use money as a tool, design your ideal life and accomplish what matters most.

Investment Management

We used evidence-based investing to help you reach your goals. 

Insurance & Estate Planning

We ensure you have the right documents and coverage in place for your loved ones.

Retirement Planning

We help you maximize each dollar saved towards your financial independence. 

Fee-Only Financial Planning Process 

Fee Schedule

In Residency & Fellowship

We charge $150-300 per month depending on income. We help you get started on the right foot forward.

For Attending Physicians

We charge a minimum of $6,000 per year for going financial planning and investment management. Investable assets over $600,000 are charged an investment management fee. 

Practice Owners With Multiple Locations

We charge a minimum of $10,800 annually for ongoing financial planning, investment management, and practice consulting. Investable assets above $1,00,000 are charged an investment management fee.

Manage Your Money and Get Advice Right From Your Phone

We offer a top-of-the-line portal that can be accessed from your computer or directly through the app. You can view all of your accounts and financial plan at any time to get a clear picture of where you stand.

Ready to Learn More?

We're Here to Help.

Mailing Address

196 Alps Rd
STE 2-141
Athens, GA 30606