✓ Serving as a fiduciary of a Registered Investment Advisor
✓ CERTIFIED FINANCIAL PLANNER® professional
✓ 10+ years of experience as financial advisor
✓ Member of the Dublin Chamber of Commerce
✓ University of Michigan alumnus
✓ Die-hard Buffalo Bills fan. Go Bills!
Quick Bio
My physician clients are diverse in their specialties
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
$2,500
The process
✓ Schedule a complimentary, exploratory meeting
✓ Decide whether the 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
I take financial planning seriously. If you’re not ready to spend 4-5 hours to build a meaningful plan, Caligiuri Financial might not be the best fit.
Who you help
✓ A portion of the One-Time Financial Plan proceeds goes to “Fore the Kids,” which provides project-based grants to non-profits throughout Dublin and the greater Central Ohio area that work with children with special needs.
Continuous Partnership
The process
✓ Complete a One-Time Financial Plan
✓ Evaluate if the pricing and services fit your needs
✓ Schedule a client onboarding meeting
✓ Begin an ongoing relationship with your advisor
Price
✓$500 per month, if less than $600,000 in assets
✓ 1.00%, if over $600,000 in assets
What you get
✓ Periodic check-ins
✓ Professional management of your investments
✓ Personalized advice from a fiduciary
✓ Investment management
✓ Asset location and tax loss harvesting
✓ Sophisticated financial planning software
✓ Easy, online scheduling
✓ Virtual meetings
✓ Responsiveness
✓ Implementation
✓ Accountability
✓ Referrals to professionals such as accountants, estate planning attorneys, mortgage brokers, and insurance agents. These individuals are unaffiliated with our firm, and you are under no obligation to use their services.
