Services | Poyner Financial

SERVICES & FEES

I offer Flat-Fee Financial Planning, which means expert advice without product sales or commissions. With a focus on early and mid-career physicians and their families, we will build a comprehensive, detailed plan that is tailored to you and your needs. My goal is to give you the insights and tools you need to become your own financial expert.

What best describes you?

I, or my spouse, is an incorporated physician. and/or
We own at least one income property.

I share finances with a partner, but I'm not incorporated and don't own an income property.

I'm a single physician more than one year into practice without a corporation or income property

I'm a single resident or physician in my first year of practice without a corporation or income property

Flat-fee financial planning fills the gap for those who want to manage their own investments. Whether you're already DIYing your investments, or interested in learning, use this calculator to find out how much that could impact your long-term wealth.

SERVICES & FEES

What best describes you?

I, or my spouse, is an incorporated physician. and/or We own at least one income property.

I share finances with a partner, but I'm not incorporated and don't own an income property.

I'm a single physician more than one year into practice without a corporation or income property

I'm a single resident or physician in my first year of practice without a corporation or income property

Flat-fee financial planning fills the gap for those who want to manage their own investments. Whether you're already DIYing your investments, or interested in learning, use this calculator to find out how much that could impact your long-term wealth.

I, or my spouse, is an incorporated physician. and/or
We own at least one income property.