Questions? Good.
The best financial decisions start with good questions. Here are the ones physicians ask most, with real, no-jargon answers.
Pick what's on your mind.
Or just scroll. Each answer is quick.
Why this works differently.
Most financial advice focuses on pieces. Loans here. Taxes there. Investing somewhere else.
The problem is those decisions affect each other. Your student loans, taxes, and investing are not separate. We build one plan so everything works together. Most people start with student loans. From there, we connect the rest.
How this actually works.
Many physicians start with a student loan review. Some want to jump right into an ongoing concierge relationship.
The choice is yours.
Concierge financial planning is a flat monthly subscription. You get a written plan, coordinated loan and tax strategy, PSLF tracking, and direct access to Michael all year.
Investments are covered too. Some clients want to learn how to manage things on their own. If that's you, we'll teach you. If you'd rather hand everything off, we can manage it for you for an additional fee.
Built for early-career physicians and their families.
Not quite ready to reach out? Explore on your own first:
Fiduciary. Flat-fee. Transparent.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary on all financial planning advice.
That's a real thing, not a marketing word. It means he is legally required to put your interests first.
Insurance commissions are a real conflict of interest. Michael always discloses it upfront, and will happily refer you to another physician-focused agent if you prefer.
Logistics, in three boxes.
Serving physicians nationwide.
Concierge only works if every client gets real attention. Michael caps how many physicians he works with on purpose. Availability is currently open, but it closes when it's full.
Insurance fits underneath the plan.
Michael is a licensed independent agent. The plan only works if your income is protected.
Ready for a quote?
Not sure what you need?
Ask it directly.
If your question isn't here, it probably deserves a real answer. Start with a conversation.
Talk with Michael
Email Michael
Start with your loans
Not sure where to start? Just start with a conversation.
Questions?
Good.
The best financial decisions start with good questions. Here are the ones physicians ask most, with real, no-jargon answers.
Pick what's on your mind.
Or just keep swiping. Each one is quick.
Why this works differently.
Most financial advice focuses on pieces. Loans here. Taxes there. Investing somewhere else.
The problem is those decisions affect each other. Your student loans, taxes, and investing are not separate. We build one plan so everything works together. Most people start with student loans. From there, we connect the rest.
How this actually works.
Many physicians start with a student loan review. Some want to jump right into an ongoing concierge relationship.
The choice is yours.
Concierge financial planning is a flat monthly subscription. You get a written plan, coordinated loan and tax strategy, PSLF tracking, and direct access to Michael all year.
Investments are covered too. Some clients want to learn how to manage things on their own. If that's you, we'll teach you. If you'd rather hand everything off, we can manage it for you for an additional fee.
Built for early-career physicians
and their families.
Not quite ready to reach out? Explore on your own first:
Fiduciary. Flat-fee. Transparent.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary on all financial planning advice.
That's a real thing, not a marketing word. It means he is legally required to put your interests first.
Insurance commissions are a real conflict of interest. Michael always discloses it upfront, and will happily refer you to another physician-focused agent if you prefer.
Logistics, in three boxes.
Serving physicians nationwide.
Concierge only works if every client gets real attention. Michael caps how many physicians he works with on purpose. Availability is currently open, but it closes when it's full.
Insurance fits underneath the plan.
Michael is a licensed independent agent. The plan only works if your income is protected.
Ready for a quote?
Not sure what you need?
Ask it directly.
If your question isn't here, it probably deserves a real answer. Start with a conversation.
Talk with Michael
Email Michael
Start with your loans
Not sure where to start? Just start with a conversation.