60-Minute Private Financial Strategy Call
$297

This is a focused, high-level strategy session for physicians who want clarity and direction around debt repayment and wealth building.

During this 60-minute call, we will:

  • Address your most pressing money questions

  • Review your current financial situation at a high level

  • Identify key gaps, blind spots, and next steps

  • Provide strategic guidance tailored to your goals

When appropriate, you may also receive access to trusted members of my financial network.

Important:
This is a one-time strategy session, not ongoing coaching. To get the most value, please come prepared with specific questions and objectives for the call.

 

Request a strategy call

60 MINUTE
REAL ESTATE CONSULTING CALL

Investment: $500

This consulting call is designed for doctors and medical professionals who are considering real estate as part of a long-term wealth-building strategy and want clarity before deploying capital.

👉During this private session, we will:

👉Clarify your real estate goals and expectations

👉Assess your risk tolerance, capital position, leverage, and budget

👉Review select real estate scenarios relevant to your situation

👉Discuss strategic options aligned with your overall financial plan

👉Address your specific questions during a dedicated Q&A

This call is consultative and strategic in nature and is best suited for doctors who are actively evaluating real estate opportunities or preparing to do so.

👉 Request a consulting call

PRIVATE STATEGY CALL

This coaching is for doctors who:

  • Want a clear plan for debt repayment and investing

  • Are high earners but feel stuck or unsure

  • Are ready to take action, not just consume information

This is NOT for doctors who:

  • Want quick fixes or shortcuts

  • Aren’t ready to change financial habits

  • Are “just curious” with no intention to act

I intentionally limit the number of physicians I work with at any given time to ensure personalized, high-touch coaching.

If accepted, we’ll discuss next steps during your strategy call.

REQUEST A CALL

Limited availability. I work with a small number of physicians at a time.

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