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How we charge:
We help medical professionals in all stages of their careers, and pricing reflects our comprehensive MyCFO® approach to financial planning. Instead of requiring a minimum amount of investable assets to work together, we offer a monthly fee to offset the cost of planning until your investment fees reach a point of covering our services.
Student
49$Every monthStill in medical or dental schoolÂPersonal CFO
99$Every monthPracticing or in residency/fellowshipÂ
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