We’ll start with a full financial review of your household’s needs and goals. From there, we’ll help you put the plan into action and provide financial analysis and recommendations as your situation evolves.
How it Works
This is designed practicing physicians who wish to have an abbreviated but focused & intensive analysis on their top four financial decisions/concerns. The engagement includes pre-meeting data collection and analysis, two separate planning sessions (within approximately 60 days of each other), an email summary of recommendations and advice, and 60 days of follow up as needed for clarifications.
• Our financial plan allows you to identify the key areas you wish to discuss with Tyler Olson
• We'll cover up to four priority topics, addressing your concerns in the order of priority selected by you
• This plan includes a follow-up email with a summarization of the call and actionable next steps
The flat fee for this plan is $5,000
→ Next Steps
Step 1) Schedule After completing the contact form, I respond via email to confirm details and explain the process.
Step 2) Getting Started If you choose to proceed, you'll receive a fiduciary agreement along with a questionnaire to better understand your financial situation and the needs you'd like to address. We'll then request supporting documentation, which we'll review and analyze prior to the call.
Step 3) Financial Plan Meetings Over the course of two meetings with Tyler, we will discuss the topics you’ve selected, ask questions, and establish next steps to guide your money decisions.
Step 4) Follow-up Email Afterwards, ou will then receive a follow-up email with tailored advice, summarizing our discussions and outlining actionable steps to help you achieve your financial goals.
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