Panoramic Financial Advice
Panoramic Financial Advice is a virtual, fee-only financial planning firm specializing in younger physicians and physician families. Panoramic offers an end-to-end financial services package, and provides a trustworthy, experienced approach to reaching your and your family’s goals. Founder Andrew McFadden, CFPâ, MBA, has been serving young physician families for over eight years, and is sought out by residency programs to speak and educate young physicians. His well-developed planning method helps young physicians achieve that coveted balance of preparing well for the future, while being able to enjoy the present. To schedule an introductory call, please click here or email the Director of Client Services, Crista Newman, directly at [email protected].
- Services: Financial planning, investment management, tax strategizing
- Fee Structure: Flat-fee
- Location: Fresno, CA
- Panoramic Financial Advice Application, ADV2
- Website, [email protected], (559) 906-0723
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For Physician clients:
New Attendings (first 3-5 years)
Single income household – $250/mo
Dual income household – $300/mo
Based on complexity – ranges from $300/mo to $1,000/mo
All clients pay a $600 up front fee to cover the cost of the initial financial plan. This fee can be spread across the first year at $50/mo.
**Investment management included in both packages for no additional fee
***No asset minimums