My Financial Coach

At The Prudent Plastic Surgeon, my goal is to help you navigate your financial well-being. This includes referring you to goods or services that I believe in, like financial management.

To do this, many of the products and services featured here and through the site may be from our affiliates and partners. Sometimes this means that I get paid when you use their services, at no extra cost to you.

I only will ever recommend financial resources that I have personally used or have vetted extensively and would choose to use myself!

With currently 87% of our clients being physicians and medical professionals, we specialize in advice-only financial planning tailored for those with careers in the medical field.

What Sets Us Apart:

Unbiased Guidance: Each client is paired with a dedicated fiduciary financial coach who provides ongoing support tailored to your evolving needs – a concierge financial planning service with focus remaining solely on your financial well-being. Coaches are unable to offer financial products and are not expected to meet sales metrics.
Cutting-Edge Technology: Utilizing advanced software with bank-level security, we consolidate your spending data and asset values across all of your financial accounts into an easily accessible platform. See up-to-date financial projections of your progress towards goals such as retirement. Work with your coach from anywhere via video chat.
Transparent Pricing: You pay a fixed monthly subscription with the freedom to cancel anytime.

Our Approach

We conduct thorough assessments of your financial situation. Financial planning doesn’t just encompass your financial habits; we take the time to understand your situation as a whole.

“How do interest rates and inflation affect my current and future finances?”

“How do I know if my estate plan will properly serve my wishes and my heirs the way that I intend?”

“Do I have the right tax adviser?”

“What’s the best way to tackle my student loans?”

“Do I have the proper insurance in place, and do I have enough?”

– a coach helps with identifying areas needing attention and optimizing your path to achieving specific goals (such as saving for a vacation home, funding a child’s education, or managing significant debts).

My Financial Coach is partnered with organizations like MDVIP, SignatureMD, American Association for Physician Leadership, Complete Care and many others providing special pricing for their members.

Why Choose Us:

Whether you’re preparing for retirement, navigating complex financial decisions, starting your own practice or planning for significant upcoming life events, My Financial Coach is here to provide clarity and confidence in your financial future.