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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

    Every month
    Still in medical or dental school
  • Personal CFO

    Every month
    Practicing or in residency/fellowship
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