Comprehensive Financial Planning for Doctors, LLC

The firm provides fee‑only comprehensive financial planning and related advisory services to individuals, including physicians and other professionals, addressing matters such as retirement planning, tax and cash‑flow planning, employee benefits, estate planning, and small business planning. Engagements are offered as standalone financial plans or as annual ongoing agreements, with meetings conducted nationally and often virtually.

The firm’s investment guidance emphasizes passive, low‑cost vehicles (ETFs, index mutual funds, and publicly traded REITs), strategic asset allocation, diversification, and periodic rebalancing, and it does not accept discretionary investment management or custody of client assets. Rather than charging a percentage of assets under management, the firm uses an income‑based fee approach and bills on a fixed schedule tied to the engagement type.

Compared with many peers in its registration category, the firm is notable for offering free educational seminars and webinars on financial literacy and for explicitly serving individual (including non‑high‑net‑worth) clients despite being identified in an investment‑manager grouping where that is uncommon. The principal’s combined medical training and advanced financial credentials inform the practice’s orientation toward physician clients and related employee‑benefit, tax, and small‑business planning needs.