Financial Planning & Investments for Medical Professionals
Evaluate, Implement, Iterate, Automate.
Providing independent, objective, and high-quality guidance supporting the financial wellness of those who dedicate their lives to caring for others.
Financial Planning
Financial planning is a process that helps maximize the potential for meeting your life goals through financial advice integrating all aspects of your personal and financial circumstances.
Investment Management
We offer simple, tax-efficient investment portfolios designed to manage risk while helping you achieve your goals, whatever they may be.
Trusted Advice
Having signed a fiduciary oath, you can be sure that we will always offer advice only in your best financial interest.
We enjoy working with early and mid-career medical professionals, including physicians, nurses, nurse practitioners, therapists, physician assistants, physical therapists, and others in the healthcare field.
Who we work with
Let’s Make a Plan
A written financial plan brings clarity to a cloudy financial picture. With granular data, insightful visuals, and clear “next step” tasks, the financial planning process can help take you from chaotic to confident.
You have enough on your plate already.
I know from firsthand experience that healthcare workers often spend 110% of their mental, emotional, and physical energy caring for others.
Let me worry about the finance stuff so that you can use your free time to rest and recharge.
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