Olson Consulting is an Advice-Only firm, built to help physicians effectively manage their relationship with money and make wise financial decisions. Tyler Olson, a Fiduciary and Enrolled Agent, has over 15 years of experience, and he always puts the needs and interests of his clients first. The advice Tyler provides is free of bias toward any product or investment strategy. You and your family will receive the best possible budgeting, investment, and tax advice for a flat fee. For physicians that run or want to run their own practice, start-up and ongoing business advice is also included. Schedule a free consult today!
- Services: Financial planning, student loan management
- Fee Structure: Flat-fee
- Location: St. Joseph, MI
- Olson Consulting Application, ADV2
- Website, [email protected], 269-876-0824
For DIY Attendings and Residents Looking for a Check-in
STAND-ALONE PLANNING SERVICES
The Comprehensive Financial Plan
This is a six-month engagement and consists of four in-person (or virtual) meetings to actively help you implement a comprehensive and customized financial plan with the goal of keeping you accountable. The financial plan includes everything in your life, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations. The flat fee for this plan is $4,800.
The Tactical Financial Plan
Choose up to three financial areas on which to focus and receive customized advice and recommendations. This plan includes two meetings and one month of unlimited phone and email access. The flat fee for this plan is $2,700.
The Cash Flow Plan
The cash flow plan analyzes historic spending and cash flow, sets a Spending Plan and puts clients on track to living within their means and work toward what they value. This plan includes two meetings and one month of unlimited phone and email access. The flat fee for this plan is $1,500.
One-Page Financial Plan
The One Page Financial Plan addresses your most pressing financial issues in a 90 minute financial planning session. I will help you overcome your biggest obstacles and provide you with an action plan to keep you moving forward toward what you value. The One Page Financial Plan 90-minute session costs $1,200.
For Attendings Looking for a Long-term Planning Engagement
ONGOING COLLABORATIVE PLANNING SERVICES
Financial planning for attendings can be complex. I make it simple. Investment guidance on any account, tax planning, and estate planning are important considerations. In addition, attention is given to career development, contract negotiation, and private practice implementation.
Now is the time to make more significant decisions and put them into action. This plan can help you protect what you are building, in terms of savings, your education, and your career. Wherever you want to hold your investments, this service will give you access to unlimited investment advice on your assets. You will receive help with organization and preparation when it comes to estate and tax planning. If you aspire to open your own practice, I will help you implement that business plan.
If the DIY stand-alone plans appeal to you, but you would like to work hand in hand with me to implement it, and you would like that supplemented with ongoing investment and tax planning advice, this ongoing arrangement is for you.
The cost of this service is $7,000/year, paid monthly or quarterly.