LET'S WORK TOGETHER
LET'S WORK TOGETHER
Personal
Personal
Personal
Designed for attendings that work as an employee .
Designed for attendings that work as an employee .
Designed for attendings that work as an employee .
Life planning
Life planning
Life planning
Cash flow planning
Cash flow planning
Cash flow planning
Tax planning
Tax planning
Tax planning
Debt planning
Debt planning
Debt planning
Investment planning
Investment planning
Investment planning
Retirement strategy
Retirement strategy
Retirement strategy
Estate planning
Estate planning
Estate planning
Insurance planning
Insurance planning
Insurance planning
Company benefit planning
Company benefit planning
Company benefit planning
College savings
College savings
College savings
Advisor coordination
Advisor coordination
Advisor coordination
Semi-annual proactive meetings
Semi-annual proactive meetings
Semi-annual proactive meetings
Check-ins as needed
Check-ins as needed
Check-ins as needed
Starting at $333/month
Starting at $333/month
Starting at $333/month
Personal + Business
Personal + Business
Personal + Business
Designed for attendings that are an owner or partner of a practice.
Designed for attendings that are an owner or partner of a practice.
Designed for attendings that are an owner or partner of a practice.
All personal financial planning
All personal financial planning
All personal financial planning
Working capital management
Working capital management
Working capital management
Labor efficiency
Labor efficiency
Labor efficiency
Compensation plans
Compensation plans
Compensation plans
Company benefit analysis
Company benefit analysis
Company benefit analysis
Strategic planning
Strategic planning
Strategic planning
Exit planning
Exit planning
Exit planning
Quarterly financial analysis
Quarterly financial analysis
Quarterly financial analysis
Quarterly proactive meetings
Quarterly proactive meetings
Quarterly proactive meetings
Starting at $500/month
Starting at $500/month
Starting at $500/month
Schedule Your Visit
Schedule Your Visit
Schedule Your Visit
Don't let the fee be a hindrance. If our standard fees do not fit your current budget, please email us at hello@collaborative.com and we'll schedule a time to disucss your situation so that we can discuss and help where possible.
Don't let the fee be a hindrance. If our standard fees do not fit your current budget, please email us at hello@collaborative.com and we'll schedule a time to disucss your situation so that we can discuss and help where possible.
Don't let the fee be a hindrance. If our standard fees do not fit your current budget, please email us at hello@collaborative.com and we'll schedule a time to disucss your situation so that we can discuss and help where possible.
What are the next steps?
What are the next steps?
What are the next steps?
Step 1
Schedule
Schedule
Schedule
Schedule a free get-to-know-each-other visit via phone or Google Meet (your choice). These typically last 40 minutes to an hour.
Step 2
Visit
Visit
Visit
We discuss your situation to see if it makes sense to consider working together. We won't ask for or accept a commitment to work together at this visit.
Step 3
Think
Think
Think
Take some time to think about it, and we will do the same. We want working together to be a good fit for both parties.
Schedule Your Visit
Schedule Your Visit
Schedule Your Visit