Locums Physician Services
Annual Tax Health
From $999
Tax return preparation and filing
Tax planning based on the tax return results
Tax resolution, as needed
Pricing will be based on the complexity of the returns
Monthly newsletter
Proactive Financial Health
From $299 per month
Includes Annual Tax Health package
Document storage
contracts, receipts, reports, etc.
Monthly financial statement creation
Monthly coaching session
Ongoing tax planning
Pricing starts at $299 per month, based on complexity of the returns
Proactive Wealth Growth
From $499 per month
Includes Annual Tax Health package
Includes Proactive Financial Health package
Wealth growth strategy meetings
Assistance in becoming an Accredited Investor
Education on alternative investment options
Exclusive webinars with guest speakers (e.g., investment bankers, venture capitalists, founders, estate attorneys, etc.)
Additional newsletter focusing on investments and planning
Exclusive meetings with other investors and fund managers
Financial Planning
Pricing starts at $499 per month, based on complexity of the returns
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!