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. Click here to schedule an introductory call or email Andrew directly.

 

Fee Structure:

For Physician clients:

Premier package (two focused meetings per year)
Single income – $200/mo
Dual income – $250/mo

Executive package (four or more meetings per year)
Single income – $300/mo
Dual income – $350/mo

Residents/Fellows
Single income – $100/mo
Dual income – $125/mo

Most Attendings will start with the Executive package in year one since the first year is more intensive. Then they usually change to the premier package, as that matches their needs.

*Includes ongoing email/phone/text access
**Investment management included in both packages for no additional fee
***No asset minimums