Congratulations on deciding to book a call! 🎉
You became a physician to make a difference in the lives of your patients, and not to become an expert in financial planning.
Don’t worry… I’m here to help.
Just imagine having a personalized plan that answers all of your questions about your finances and a roadmap to your goals, giving you peace of mind.
Here’s what happens next
Select the type of meeting that best applies to you.
Choose a date & time that works for you and answer a few questions in the form.
Once you submit the form, you’ll receive an email confirmation with the call details.
The purpose of this call is to help you figure out if we’re a good fit to work together and if a fee-based plan would help you.
This is a no-strings attached discovery call. No pressure.
You should book this call if you…
if you would like a financial plan where you know exactly what you’re getting and there are no hidden commissions or fees.
are worried about making bad decisions that future you will regret.
are tired of collecting information and trying to figure out which financial products make the most sense for you.
are confused as to what your financial goals should be and could use help getting clarity.
are overwhelmed by all the potential financial products you could be using and want to know which ones will actually help you.
like the idea of getting customized advice without having to buy a product.
What happens after booking a call
Book a Call
Book a time that works for you.
You’ll receive a confirmation email with the details of our call.
During Our Call
We'll talk about what questions you’d like answered around your finances.
We’ll see if we’re a good fit to work together and if a fee-based plan would help you.
Getting Started
If we decide to work together, I’ll send you a letter of engagement.
To get started, sign the letter of engagement and pay the first installment to secure your spot.
Testimonials