← Working With Us

    What does it actually cost to work with you?

    We offer three ways to engage: hourly planning for specific questions, a flat-fee comprehensive financial plan, and ongoing wealth management based on assets under management. We are happy to walk through which option fits your situation in an initial conversation. There is no cost or obligation for that first call.

    Have a follow-up? and we'll walk through it with you.

    Let's talk about what's next.

    Schedule a conversation to see how Radiant can bring clarity to your financial life — with the rigor you'd expect.

    • Planning built around academic and medical careers
    • Tax, estate, and investment strategies working together
    • A dedicated advisor who understands your world
    • Transparent fees with no product commissions

    Prefer to speak directly? Skip the form and book a call now.