Comprehensive financial planning for high-earning professionals and physicians, from debt optimization and practice transitions to tax and wealth building strategies.
White Coat Planning is a division of Extraordinary Trust, dedicated to a community of high-earning professionals. With comprehensive financial planning, transparent flat fees, and evidence-based investing, White Coat Planning helps build lasting wealth, so you can focus on what matters most.
A comprehensive plan for your entire financial life — cash flow, debt, insurance, investments, taxes, and long-term goals. All with transparent, flat fees.
Evidence-based investing with no commissions and no conflicts. Your interests always come first, backed by low-cost index funds and disciplined strategy.
Customized student loan strategies for physicians and high-income professionals. Over $1.1 billion in student debt advised on, with average savings of $160,000 per client.
Income alone won't create financial freedom. A clear plan will. White Coat Planning offers comprehensive financial planning with transparent fees and no conflicts of interest.
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