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
Our physician clients are diverse in their specialities
Anesthesiology
Obstetrics & Gynecology
Gastroenterology
Cardiology
Hospice & Palliative Medicine
Primary Care
Pathology
General surgery
Bariatric surgery
Neurology
Pulmonology
Radiation oncology
Hematology oncology
Emergency Medicine
Hospitalist
Dermatology
Urology
Ophthalmology
Pediatrics
Oncology
Dentistry
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 relationship 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
Price
✓ $375 per month, if less than $450,000 in assets
✓ 1.00%, if over $450,000 in assets
Things clients tell us they love
✓ Investment management
✓ Asset location and tax loss harvesting
✓ Sophisticated financial planning software
✓ Easy, online scheduling
✓ Virtual meetings
✓ Responsiveness
✓ Implementation
✓ Expertise
✓ Accountability