Founders & execs
Founders and operators scaling between $5M–$50M in revenue who need a partner who understands business structures and taxes.
- Tax & entity management
- Cash flow planning
- Exit counsel
- Liability protection
Financial planning for founders & physicians
Build real wealth on your terms.
Personalized financial counsel for high-earning professionals. No templates — a clear strategy for complex lives, equity, and clinical careers.
Malik Amine · Wealth Strategies Financial Group
- 100% Fiduciary
- Flat-Fee Planning
- Founders & physicians
Bespoke planning for builders & physicians
The philosophy
Personalized advice, no templates.
Standard financial planning is built for the masses — templates, generalized models, and mediocre outcomes.
I serve people with complex situations.
I only work with founders and physicians. PSLF, entity structures, high-leverage exits — you build; I manage the strategy that secures the results.
- Exclusivity
- Individual advice
- Standard
- 100% Fiduciary
- Engagement
- Limited intake
- Pricing
- Flat-Fee Planning
Who I serve
Individual advisory
Exclusive wealth strategies for high-earning individuals.
Physicians
Residents, fellows, and attendings navigating student loans, taxes, and investments with clarity.
- PSLF counsel
- Contract review
- Risk mitigation
- Investment management
The process
How I work
A precise sequence for busy professionals.
01
Discovery
A 30-minute conversation. No pitch — we learn your situation and whether we are a fit.
02
Strategy
A deep dive into income, debt, investments, and tax structures across every detail.
03
Plan delivery
Specific, actionable recommendations — what to do, when, and how it secures your goals.
04
Support
Life changes; your plan should too. We stay aligned as your career transitions.
Strategic notes
Ideas worth reading
Quick insights on equity comp, tax strategy, and wealth building.
Archive · 3
Jan 2026 · Equity
When to Exercise Your Stock Options
The decision of when to exercise stock options is one of the most consequential financial choices a startup employee will make.
Most people either exercise too early or too late. The right answer depends on strike price, 409A valuation, and cash flow.
Read full articleContact
Ready to plan your next chapter?
Schedule a 30-minute consultation. We will discuss your situation and how I can help.
Book a free 30-min strategy callmalik@moneytalkwithmalik.comFiduciary standard