Financial Planning & Investments for Busy Professionals

Independent, fee-only guidance for people juggling career, family, and finances all at once.

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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.

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Investment Management

I offer simple, tax-efficient investment portfolios designed to manage risk while helping you achieve your goals, whatever they may be.

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Trusted Advice

Having signed a fiduciary oath, you can be sure that I will always offer advice only in your best financial interest.

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I 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.

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Work With Me

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.