Quantifi Planning, LLC – Financial Planning For Anesthesiologists & Pain Physicians

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

We operate on a flat fee basis for maximal transparency.
For Residents/Fellows: $249 for a 90min working session to address your choice of student loans, insurance, employer benefits, investments, or other questions.  Residents/fellows also qualify for a discounted rate of $99/mo for ongoing financial planning services.
For Attending Physicians:
Our financial planning and investment management services are rendered on a flat fee basis per the below schedule:
Net Worth Monthly Fee Annual Fee
< $499,999  $              399.00  $                    4,788.00
$500,000 – $749,999  $              525.00  $                    6,300.00
$750,000 – $999,999  $              650.00  $                    7,800.00
$1mm – $1.499mm  $              750.00  $                    9,000.00
$1.5mm – $2.499mm  $              875.00  $                  10,500.00
$2.5mm – $3.999mm  $           1,050.00  $                  12,600.00
+4mm  $           1,250.00  $                  15,000.00
You can see more detail here on our fees and services.