Fire Your Financial Advisor!

A Step by Step Guide to Creating Your Own Financial Plan

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Over the years that I’ve been helping doctors and other high income professionals stop doing dumb stuff with their money, I’ve learned that most of them aren’t hobbyists. They don’t find personal finance and investing all that interesting. In fact, if given the choice, they’d rather not do it at all. Ideally, they would hire a “money guy (or gal)" who would take care of all this for them for a reasonable price.

Unfortunately, one of two things usually happens. The first is that they hire a “money guy,” but that person either gives crummy advice or charges too much for good advice. The second is that they become so busy or so paralyzed about which “money gal” to hire that they don’t do anything at all. Either way, they leave a lot of money on the table and go through life with a sense of unease that they are doing something wrong with their finances.

Does that describe you? If so, it’s time to get rid of that unease. I know you’re busy. I know you don’t actually enjoy this stuff. But you also know that you need to learn this stuff. I’m going to help you do it in the least painful way possible.

This course is for you. No more wading through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs, or checking in daily with online forums trying to gain a financial education the way the hobbyists do. For 1/10th the price and half the time of hiring a professional financial planner, this course will take you from feeling anxious and having no plan to having a written financial plan you can follow the rest of your investing career as a professional and a retiree. This course is the material that should have been taught to you in college, medical school, or residency but never was.

Benefits of the Course

When you finish the course, you’ll feel confident that:

  • You have all the insurance you need at the best possible price and none of the insurance you don’t need
  • You are managing your student loans the right way, maximizing the benefits of government programs, minimizing interest paid, and getting out of debt as soon as possible
  • You are either capable of managing your investments yourself, or you are paying a competent advisor a fair price to do it for you
  • You are saving enough money to reach your goals and can spend the rest on whatever you like without feeling guilty
  • You aren’t paying any more taxes than you need to
  • Your children and your assets will be taken care of if something should happen to you
  • Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan
  • You have a written plan to follow that will guarantee your financial success

What's In The Course

The course includes 12 modules, covering all of the must-know subjects that belong in your financial plan. Lectures are presented as videos and screencasts, over 7 hours total. There is also a pre-test, a quiz for each section, and a final exam to help you know that you’re mastering the material. Each quiz and the final exam include full explanations of why one answer is right and another is wrong. Most importantly, the course includes examples of what your financial plan should look like that you can modify and use as your own. Best of all, you can do the course as quickly or as slowly as you like. Each presentation is just a few minutes long and most of the twelve sections only last about a half hour. You can complete the course in any order, skip what you already know, and go back and review any material you struggle with later. Once you buy the course, it's yours forever. See the curriculum below for more details.

Think about how many books you would need to read to get all this information and adapt it to your unique situation. Think about how many hours you would have to spend perusing blogs and internet forums. Calculate how much your own time is worth. Consider how much a financial advisor would charge to do this for you - $2,000-5,000 plus ongoing fees for years. Think about how much it would cost just for an hourly rate advisor to teach you these eight hours of material at $200-500 an hour. Then consider the value that this course could provide for you for just a few hundred dollars.

Rather than trying to pack as much information as possible into the course, I have only included high-yield, must-know topics so you’re not wasting your time. My goal is to take you from having no financial plan, to having a straightforward, written plan you believe in and can follow the rest of your life in as little time as possible. Go from being financially illiterate without a clue to being the most financially knowledgeable doc in your group with an expertly written financial plan in hand.

Buy Fire Your Financial Advisor Today For Just $499!

$499 is a lot of money. I fully recognize that. But considering that the going rate for a financial plan is typically several thousand dollars and that this information is likely to save/make you hundreds of thousands or even millions of dollars over the course of your career, this course is a bargain at twice the price. As people, we value and we commit to what we are willing to pay for. I want to help you to commit to your own financial future, and this entire course, including its price, is designed to help you do that.

No more feeling clueless about personal finance and investing. No more wasting time and money on stuff that isn’t making you happier. Let’s get rid of your debt and start building wealth to eliminate financial stress from your life. It’s time for you to become the “rich doctor” that your family, friends, and patients already think you are. Then you can focus on what you really care about- your family, your patients, and making the world a better place than you found it.

There Is No Risk

Not sure you want it? Hesitant to commit the time and money to taking control of your finances? How about this, I'll give you 7 days, risk-free, to decide. That's right. For the first week after you purchase it, you can return the course and get every dime back if it isn't the life-changing experience I know it will be. I know I can trust you not to take advantage of me with this offer, because I know you will feel just like the tens of thousands of other high-income professionals I have helped over the years like those who left these comments on the blog just in the last few weeks:


No other book I have EVER read kept me engaged afterward with a blog. Your blog is the only one I’ve continued to read for years. Your blog teaches me something new every week. I recommend your blog to many, especially young doctors. Dude, you are just plain smart and dedicated. I am now a diligent “White Coat Investor”. You are a physician entrepreneur hero. My family thanks you for every month of my earlier retirement. You are teaching people to earn freedom.

I have such tremendous respect for your work...Thank you for...continuing to help us health care providers get a fair shake in this ever changing industry. Know you have personally been a tremendous help to me, and you have an ever-growing fan club of support here in my region because of your expertise.
Thank you for creating this great community and for all I have learned. It’s...wonderful that you were able to find a way to help other physicians with the business you created.

My finances are in order at the beginning of my career thanks to my WCI education so I will "get rich slowly” long before a “normal” retirement age. Thanks tons Dr. Dahle!

As an orthodontist, I have been a follower for over 4 years now and I have spread the word of the WCI empire along to all my other dentite and non-dentite friends and colleagues. I talk about Backdoor Roths, HSAs, and all the other abbreviations to everyone I know thanks to you and your site.
I think [you have] really changed my approach to life and money. Before I used to just think about saving and not overspending. However, after reading a lot I’ve definitely adjusted my strategy to think long term about things like early retirement which I’d never thought about before.

So, I have you to thank for re-igniting that spark, which has led to getting our financial plan in order. And, I’ve even taken your advice on how to channel some of that financial energy after I’d done most of the big things: teach others. Last month, I began teaching a personal finance curriculum for my department’s residents! Hopefully, we can all take what you started to reach more and more physicians!
I have to been able to pass 7 figures five years post-residency because of [you.]

The sooner you purchase and complete the course, the sooner you can apply this valuable information in your life and get a "fair shake" on Wall Street. Spend eight hours with me for just $499 and optimize your financial life.

Purchase the course today and let’s get started. You've put this off long enough.

Buy Fire Your Financial Advisor Today for Just $499!

Your Instructor

James M. Dahle, MD, FACEP
James M. Dahle, MD, FACEP

James M. Dahle, MD, FACEP is a practicing emergency physician who got sick of feeling ripped off after interactions with financial professionals of all types. After a lengthy process of self-education on personal finance and investing as it applies to physicians and other high-income professionals, he founded The White Coat Investor blog in 2011.

The site rapidly grew into the most widely read physician-specific personal finance and investing website in the world. This success led to publication of the best-selling book, The White Coat Investor: A Doctor's Guide to Personal Finance and Investing. His missionary zeal to help other doctors avoid the mistakes he made have led to:

  • An email newsletter that goes out to over 16,000 readers,
  • The Physician Wellness and Financial Literacy Conference,
  • The White Coat Investor Scholarship,
  • The White Coat Investor Podcast,
  • The White Coat Investor's Financial Bootcamp,
  • The White Coat Investor Blog Network, and
  • The White Coat Investor Youtube Channel.

Dahle's work has been featured in Forbes, CNN, The New York Times, Medical Economics, Physicians Money Digest, and dozens of other sites across the internet. In addition, he is a widely sought-after speaker and podcast guest. He is committed to "helping those who wear the white coat get a 'fair shake' on Wall Street."

Class Curriculum

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