Physicians: Get on the right track with our One-Time Financial Plan

Quick Bio

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✓ Independent Registered Investment Advisor serving as a fiduciary
✓ CERTIFIED FINANCIAL PLANNER™ (CFP®)
✓ White Coat Investor Recommended Advisor
✓ 10+ years of experience as financial advisor
✓ Member of the Dublin Chamber of Commerce
✓ People describe Mike as authentic, direct, trustworthy, and personable
✓ University of Michigan alumnus
✓ Die-hard Buffalo Bills fan. Go Bills!

Who We Work With

✓ Caligiuri Financial serves a niche clientele of physicians
✓ Most households we serve have at least one physician in them
✓ Household income $300,000+
✓ Nationwide reach: 10+ states, 15+ hospitals, and several private practices
✓ Most clients reach out soon after completing medical training

One-Time Financial Plan
$1,500

Our process
✓ Schedule a complimentary, exploratory meeting
✓ Decide whether our pricing and services fit your needs
✓ Schedule a data gathering meeting
✓ Schedule a time to review your financial plan

What you get
✓ Written set of comprehensive, actionable recommendations
✓ Detailed financial projection with retirement and cash flow forecast
✓ 1 hour exploratory meeting
✓ 1.5 hour data gathering meeting
✓ 2 hour financial plan presentation

If spending 4-5 hours working towards financial security and independence sounds exhausting, we’re probably not the right fit.

Who you help
✓ 5% of the proceeds go to a Pelotonia rider of your choice. Pelotonia is a nonprofit bicycle event that raises money for Cancer research. 100% of the donations go towards Cancer research.

Continuous Partnership

Our process
✓ Complete the One-Time Financial Plan
✓ Decide whether our pricing and services fit your needs
✓ Schedule a client onboarding meeting
✓ Build a lifelong relatinoship with an advisor

What you get
✓ Periodic check-ins to make sure you’re tracking to your goals
✓ Professional management of your investments
✓ Objective advice from a third party serving in a fiduciary capacity
✓ Access to outside financial professionals such as accountants, estate planning attorneys, mortgage brokers, and insurance agents