Our Services

what services do we offer?

Services

We Offer
Hourly Financial Planning
Everyone's financial needs are different. If you need help with something specific in your financial life, we offer an hourly service that will meet your needs.
Ongoing Financial Planning
Some people need consistent guidance on their financial journey. It can be very intimidating and raise a lot of questions, which is why we offer an ongoing service to meet all of your financial needs.
Investment Management
Our team of experts has many years of experience with investment management, and ensuring that we yield our clients some of the highest returns in the industry. If you have questions about where to invest your money, Physician Financial Planning is here for you.

Packages

To Choose From
Everyone's financial needs are different. No matter where you are in your financial journey, Physician Financial Planning has you taken care of. Take a look at our packages and decide which one best fits your needs:
Residents & Fellows

$150 - $250 / Hour
price is determined by your situation

  • Student Loans
  • Insurance/Disability (Life)
  • Employee Benefits
  • Moonlighting Income
  • Housing
Learn More
Attendings

$250 - $833 / Month
price is determined by your situation

  • Income/Expenses
  • Savings
  • Debt
  • Estate Planning
  • Employment Contracts
Learn More

Schedule

A Meeting With Me
Travis Woods
Schedule a time to talk through the
link to my calendar below
Residents & Fellows
Tell us about your current financial situation and learn more about how we can help you.
Schedule A Meeting
Attendings
Tell us about your current financial situation and learn more about how we can help you.
Schedule A Meeting
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