Our Services
At White Coat Planning, we provide comprehensive planning, fee-only financial advice designed for physicians and other high-income professionals.
Financial Planning
A comprehensive plan for your entire financial life.
Financial planning is the foundation of everything we do. We begin by bringing your full financial picture together, including cash flow, debt, insurance, investments, taxes, and long-term goals. From there, we help you understand your options, weigh tradeoffs, and make informed decisions.
We work together to create and implement your plan, then provide ongoing support and adjustments as your life and priorities evolve.
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Investment Management
Evidence-based investing with transparent fees.
Investment management is always optional and available to clients who want additional help implementing their financial plan. We use low-cost, tax-efficient, evidence-based investment strategies designed to support your long-term goals.
For those looking for more advanced investment strategies or who have more challenging portfolios, we can manage your investments as well, but there may be additional fees.
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Student Loan Advice
Focused guidance for navigating complex student loan decisions.
For those who need help specifically with student loans, we offer standalone customized Student Loan Plans. This service provides clear answers and a personalized roadmap without requiring full financial planning.
Hourly Consult
$600 per hour
This service is designed to cover limited scope questions from clients that are not subscribed to one of our four monthly support levels. We offer a check-in/ask questions service for which we charge hourly rates and offer slots as our planners have availability. This costs $600 per hour with a 2-hour minimum. Those interested in this service should be aware that many financial questions that seem simple actually require several hours of research, discussion, and information gathering (or even a comprehensive plan) to properly answer. If you are like many of our clients, our monthly support is often more cost-effective. This service is not a way to get a comprehensive financial plan for $1,200.
Ready to Take Control of
Your Financial Future?
No obligation. No sales pressure. Just honest conversation.
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