Comprehensive Financial Planning

For Physicians 5+ years out of training looking for detailed guidance across a range of financial planning & investing topics and wanting a clear, concise financial plan that includes a specific action item list.

Hourly Financial Planning engagements are offered at an hourly rate of $600 per hour.

Contact Kayse

Topics Covered

    • Spending & savings goals

    • Debt reduction*

    • Education & retirement planning

    *in depth federal student loan analysis not provided.

    • Disability & life insurance needs

    • Health insurance

    • Property insurance

    • Employer retirement plan

    • Group insurance options

    • Other benefits provided

    • Risk tolerance assessment

    • Asset allocation

    • Tax-efficient account optimization

    • Tax-efficient accumulation

    • Income distribution strategies

    • Reaching financial independence

    • New children & education planning

    • Big purchases or job transitions

    • Aging parents

Meeting Overview

Four step guide to organizing your finances, creating your spending plan and goals, investment planning and protecting risks, and financial plan recommendations from certified financial planner Kayse Kress located in Newington, CT

How does it work?

  • Series of 4; 1-hour Video meetings held over a period of 12-18 weeks to create Your Comprehensive Financial Plan

  • Your personalized financial plan includes an in-depth review of the recommendations outlined by Your Certified Financial Planner with an easy-to-understand action item list

  • A follow-up email summary with a video to recap Your Plan

What happens after my initial plan?