Select a Service

Choose a service below to see how we work and book your time.

Financial Planning Discovery Call

30-minute complimentary introductory conversation to learn more about our planning process

Comprehensive financial planning

Optional investment management

Ongoing support

Book Discovery CallSee Details

Student Loan Consultation

One-time analysis ($599) with a Certified Student Loan Professional®.

60-minute in-depth analysis

Written strategy document

6 months of email support

Schedule ConsultSee Details
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Secure Application Process

Student Loan Process

Schedule and Prepare

Step 1

Schedule and Prepare

Book your consultation, pay a $50 deposit, and complete our student loan onboarding questionnaire. This helps us understand your unique situation before we meet.

Meet and Get Clarity

Step 2

Meet and Get Clarity

Join a 60-minute video call with your CSLP® planner. We'll answer your questions, analyze your options, and discuss the best path forward.

Receive Your Plan

Step 3

Receive Your Plan

Get your detailed, written student loan strategy document. Plus, enjoy six months of email support to implement your plan with confidence.

cancelSchedule Consult

A no-pressure conversation to see if White Coat Planning is the right fit for you.

Choosing a financial advisor is an important decision. Our complimentary discovery calls typically lasts 30-60 minutes in which we seek to learn about you, your goals, and your unique circumstances. We will describe our process, pricing, and philosophy, and answer any questions you have about our services.

1
Discovery Call

We have a 30-minute discovery call to see if we are a good fit. Together we select the services that best meet your needs and schedule your first meeting.

2
Data Gathering

You complete our comprehensive onboarding questionnaire and securely share relevant financial documents.

3
Plan Development

Our team analyzes your situation and builds your customized financial plan.

4
Plan Presentation

We present your plan, answer questions, and refine recommendations together.

5
Ongoing Support

You receive ongoing advice, help implementing your plan, and regular updates as your life and goals evolve.

cancelBook Discovery Call