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Two meetings. One clear decision. No pressure.
How It Works
Step 1 — Complete a Short Intake Form (5–7 minutes)
Tell us where you are in your career and what decisions are on your mind. No documents required upfront.
Step 2 — Discovery Meeting (60 minutes via Google Meet)
We map your full financial situation, identify your key near-term decisions, and show you what a plan looks like. This is a diagnosis — not a pitch. We review your intake before the call so your first minute is not wasted on background.
Step 3 — Plan & Decision Meeting (60 minutes via Google Meet)
We present your one-page financial plan. You make a clear decision: yes, no, or not yet. No pressure in either direction.
Two meetings to clarity. No endless back and forth. No third meeting before a decision.
Frequently Asked Questions
Is this a sales process?
No. The Discovery Meeting is a diagnosis, not a pitch. If there is a fit, the Plan and Decision Meeting is where you hear the plan and decide. You are never pressured.
Do I need to prepare anything?
Just complete the intake form before your Discovery Meeting. No documents required upfront — we will guide you on what to gather after.
Who is this for?
Emergency Medicine residents (PGY-1 through PGY-4) and early-career attendings in the first three years after training completion.
What happens after I submit the form?
After submitting the intake form, you will be directed to select your Discovery Meeting time from the scheduling calendar. We review your intake before the call so your time is respected from the first minute.
Ready to Start?
Complete the intake form. 5-7 minutes, no commitment.