Pricing Overview

Free Services

doctor student loan analysis

Student Loan Analysis

doctor DIY investing

D.I.Y. Investing Picture-Book

Free account aggregator

Spending Aggregator


Paid Service

Flat annual amount (paid monthly) calculated based on nature & complexity. Flat annual amount is recalculated once per year or in unique circumstances.

Financial Advising for residents

Financial Advising for Residents

Financial advising for doctors

Financial Advising Post-Residency

“Most physicians will hire a financial advisor and/or an asset manager to help them make financial decisions and manage their portfolio. I do not have a problem with physicians paying a fair price for good advice.”
Jim Dahle, M.D.