Ryan Kelly, CFP is a CFP Professional with 16 years of industry experience and specializes in one-time, project-based financial planning for DIY investors and those that want to become DIY investors.
Ryan believes many investors can be well served by a one-time financial review or a one-time financial plan.
Financial Review — $3,400 one-time fee. The Financial Review includes two Zoom meetings, a detailed 10–15-page letter with specific financial planning and investment recommendations, three months of unlimited email follow-up advice, and one additional Zoom meeting at no extra cost. Typical clients are White Coat Investor readers who manage their own investments and want to make sure they’re on the right track with their investing and overall financial planning.
DIY Investing Service — $4,900 one-time fee. The DIY Investing Service includes two initial Zoom meetings, a comprehensive financial plan, four months of unlimited email follow-up advice, and up to three additional Zoom meetings at no extra cost to assist with implementing the recommendations. The service combines comprehensive financial planning with hands-on guidance to help clients confidently manage their own investments. Typical clients include physicians who have recently completed their training, individuals approaching retirement, and those looking to transition from working with a full-service financial advisor to managing their investments independently.
| Financial Review | $3,400 one-time fee |
| DIY Investing Service (Financial Plan + DIY Investing Support) |
$4,900 one-time fee |
| Introductory Call | 20 minutes, free |