Schedule a Discovery Call
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.
Select a Service
Choose a service below to see how we work and book your time.
The White Coat Planning Process
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.
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Data Gathering
You complete our comprehensive onboarding questionnaire and securely share relevant financial documents.
Plan Development
Our team analyzes your situation and builds your customized financial plan.
Plan Presentation
We present your plan, answer questions, and refine recommendations together.
Ongoing Support
You receive ongoing advice, help implementing your plan, and regular updates as your life and goals evolve.
The Student Loan Process
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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.
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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.
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Receive Your Plan
Get your detailed, written student loan strategy document. Plus, enjoy six months of email support to implement your plan with confidence.
Join the Discovery Call Waitlist
Click the button below to join our exclusive waitlist via Google Forms.
Wecarefully vet every partner to ensure alignment with our high-impact network.
What to Expect During Your Discovery Call
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Discuss your goals, pain points, and current financial situation
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Ask questions about our approach and fees.
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Learn more about our financial planning and investment management services
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No sales presentation, no deep dive, no pressure
Our Promise:
This is a genuine conversation to see if we're a good fit for each other. No hard sell, ever.
A Student Loan Plan Designed for Those Who:
Want expert guidance on student loans without committing to full financial planning
Are unsure whether forgiveness, repayment, or refinancing makes the most sense
Desire to skip hours of research and digging through conflicting advice
Want clear answers and a plan you can actually follow
Our Promise:
This is a genuine conversation to see if we're a good fit for each other. No hard sell, ever.
Ready to Take Control of
Your Financial Future?
No obligation. No sales pressure. Just honest conversation.
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