Services | Poyner Financial

SERVICES & FEES

I specialize in Flat-Fee Advice-Only Financial Planning for early and mid-career physicians and their families. That means expert advice without product sales or commissions.

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.

Waitlist Notice:

The waiting list is currently closed so we can provide the highest quality service to our current clients. We don't have a reopening date yet, so please check back here for updates. In the meantime, you can find helpful resources and insights on our YouTube Channel.

What best describes you?

Personal Plan

Comprehensive planning for singles, couples, and families without a corporation or income properties

Business + Personal Plan

Comprehensive planning for singles, couples, and families with a corporation or income properties

Flat-fee financial planning fills the gap for those who want to manage their own investments and want all the benefits of comprehensive, evidence-based financial planning.
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.