Sometime within the last year or two, I read a comment that WCI had made on the blog wishing financial planning firms could develop a model that doctors in training could afford. That comment stung me (just being honest here). I've wanted to do something about it ever since but just haven't had the time to really think about it. During the Kitces podcast interview, I publicly committed to offer Skinny Planning by the end of 2017. We made it a priority and added it to our lineup just before Christmas.
Skinny Planning is specifically designed to be a financial planning solution for doctors in training and on a limited budget. We cover a lot of ground and it costs half the price of our Basic level of services (here's our Fee Schedule). Clients can sign up for any length of time between 6 months and 2 years. We ask for a 6-month commitment, but if you decide it's not for you, there is no surrender fee or penalty to stop working with us. For the time being, it will be limited to 10 physician families and we will modify payment terms for anyone who needs/wants to start but is temporarily cash-strapped. Feel free to email me or post here if you have any questions.
Skinny Planning is specifically designed to be a financial planning solution for doctors in training and on a limited budget. We cover a lot of ground and it costs half the price of our Basic level of services (here's our Fee Schedule). Clients can sign up for any length of time between 6 months and 2 years. We ask for a 6-month commitment, but if you decide it's not for you, there is no surrender fee or penalty to stop working with us. For the time being, it will be limited to 10 physician families and we will modify payment terms for anyone who needs/wants to start but is temporarily cash-strapped. Feel free to email me or post here if you have any questions.
Comment