Services & Costs
At Second Opinion Financial, we put your interests first. It was how we were trained as physicians, to put the patient’s interest first in all our decisions.
We believe in full transparency with our pricing.
Getting Started With Us
Essential Financial Planning
Who is this for?
This is reserved for early-career physicians who want to establish the basics. You want some help getting started, but you are not ready for a full plan.
Starting at $1,500
Number of Meetings: 3 virtual meetings
Duration: 1 - 2 months
What’s Included:
Meeting 1: Values/Goals
Meeting 2: Cash Flow / Budgeting / Investing
Meeting 3: Plan Delivery
Extensive Financial Planning
Who is this for?
People who want to get a second opinion on their financial lives. This is a great plan for those who want to stay in control of their finances but want someone to check their homework.
Starting at $6,000
Number of Meetings: 4 virtual meetings
Duration: 2 - 3 months
What’s Included:
Meeting 1: Values/Goals
Meeting 2: Cash Flow / Investing / Retirement
Meeting 3: Estate Planning / Tax Planning / Insurance
Meeting 4: Plan Delivery
Intensive Financial Planning
Who is this for?
People who want to get a second opinion on their financial lives. This is a great plan for those who want to stay in control of their finances but want someone to check their homework.
Starting at $350-$1,500
Number of Meetings: 1-2 virtual meetings
Duration: 1 months
What’s Included:
Meeting 1: Discussion of the puzzle you want to solve
Meeting 2: Solution Delivery