Quantifi Planning, LLC

When my wife Sarah first began her anesthesia residency in Philadelphia, I was amazed at how many financial professionals targeted her with financial products, pitches, steak dinners, and transactionally-oriented propositions.  I specifically designed Quantifi Planning to step into this noisy environment and offer a transparent fee structure and service model to anesthesiologists and pain physicians that frees them to focus on their vocation and personal life without stressing about their finances.  In limiting the scope of specialties I seek to serve, I provide a depth of familiarity, of insight, and ultimately, of service, that is truly unique. Learn more about me here, and check out my podcast here for more information.  Set up a no-obligation intro call today, or email me directly at [email protected]

Fee Structure:

Flat fee starting at $399/mo and includes all financial planning and investment management services.

Fee is complexity-based and adjusts based on two factors (Net worth + Income)

 

Net Worth Fee
$0 – $2,500,000 0.50%
$2,500,000 – $10,000,000 0.25%
$10,000,000 and over 0.10%
Income Fee
$0 – $500,000 1.00%
$500,000 – $1,500,000 0.75%
$1,500,000 and over 0.50%

 

Residents & fellows qualify for $99/mo comprehensive planning services for up to 2 years