The In-Training Financial Strategy Session

Planning Services for Medical Students and Physicians in Training

How it Works
This is a 60-minute meeting, designed for medical students, residents and fellows, to address a few of your most pressing financial issues, concerns, or goals.
• Our financial plan allows you to identify the key areas you wish to discuss during our 60-minute call with Ronnie Colvin. 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 $700
Please note that, due to the time limits of this arrangement, our investment advice will only focus on the appropriate target date funds and index funds available to you through your employer's retirement plan as well as your Roth IRA (if applicable)
→ 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 Ronnie and I will review and analyze prior to the call.
Step 3) Financial Plan Meeting
During a 60-minute call with Ronnie Colvin, we will discuss the topics you’ve selected, ask questions, and establish next steps to guide your money decisions.
Step 4) Follow-up Email
After the call, Ronnie and I will discuss your situation and the conversation you had. You will then receive a follow- up email with tailored advice, summarizing our discussions and outlining actionable steps to help you achieve your financial goals.
In-Training Financial Strategy Session meetings are scheduled with Ronnie Colvin, available Mondays through Thursdays.
Get a Financial Plan