Comprehensive Financial Advising - Resident

What Joe charges is kind of like a hiring a general contractor to build a house.  Joe has a sense of how many hours he will work with you and how many hours he will work behind the scenes on your financial plan.  Joe quotes an annual cost based on factors of complexity in your life and you pay monthly. 

Hiring Joe is sort of like having a residency preceptor.  It is still your financial life and your financial tasks but you have Joe to talk through your possible plan.  You can either implement it yourself or Joe can assist.


Initial planning fee:  None


Flat annual amount (paid monthly) calculated based on complexity.  Typically $564/year ($47/month) to $1,200/year ($100/month).   Flat annual amount is recalculated once per year or in unique circumstances.

Physician Advising Pricing


Advice At A Fair Price


Example Client Calendar

Physician Advising Client Calendar

Benefits Calendar

Year 1 & 2

What to Expect

Physician Advising Engagement Standards

Engagement Standards

Core Tenets

“Most residents have little retirement savings. That honestly doesn’t bother me. Doctor financial success comes from what you do with your attending income.”
Jim Dahle, M.D.