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Aptus Financial Planning

Aptus Financial, founded by Sarah Catherine Gutierrez CFP, is a flat, fee-only financial planning firm. 
Financial Planner for Doctors

About Physician Financial Services

Aptus Financial, founded by Sarah Catherine Gutierrez CFP, is a flat, fee-only financial planning firm.  They offer a variety of services from comprehensive financial planning to hourly advice depending on your needs.  Whether you a Do-It-Yourself investor or someone who wants consistent dedicated help, they can help you get on the right financial path.  

My favorite part?  They are believers in teaching you how to fish instead of fishing for you, or better said “You can do it yourself, but you don’t have to do it alone!”

P.S.  I trust Sarah Catherine so much that she is a lecturer at FLARE, the personal finance curriculum I teach at Wake Forest each year to my 4th-year medical students.  

Physician Contract Reviews

 

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