Money can’t be your priority.

But your financial wellbeing is mine.

Are you worried about..

  • Physician burnout
  • Changes to your compensation
  • Paying off loans vs. investing
  • Am I doing enough?

The path to wealth for physicians isn’t what it used to be. Many graduate with student loans the size of a mortgage and incomes tied to patient quotas; forcing them to work long hours and miss out on quality family time.

But it doesn’t have to be this way.

Picture knowing you are..

  • Taking action
  • Covering your blind spots
  • Funding what you care about
  • Less stressed about money

You can do this.

If you would value a guide where life and money overlap, I’d love to help.

What’s the process?


Triage Call

15-30 minute call to assess fit.

Discovery Meeting

Virtual or in-person vision and values meeting.

First Planning Meeting

Review analysis, possibilities, and action steps.

After the First Planning Meeting, you have 3 options:

  1. Implement it yourself
  2. Implement it with someone else
  3. Allow me to be your guide (my favorite)

Take control of your future.

Why Me?


Focused

Living alongside your profession.

Fee-Only

No commissions or kickbacks.

Fiduciary

Bound to the highest legal duty of one party to another.

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My Philosophy


The key to financial success is not the perfect investment at the perfect time.

It is stacking good decision on top of good decision for decades.

Financial Planning

It’s not the plan. It’s the process of planning.

Financial planning is about aligning your resources with what’s most important to you and re-aligning them when your goals change.

It’s about reducing stress and gaining clarity. This will allow you to focus on what you can control and be intentional with your time and money rather than isolated pieces you hope to be enough.

  • Define your goals
  • Assess your current situation
  • Take the next step
  • Repeat

Investing

Successful long term investing does not happen by trying to guess which company will be the next Amazon or GameStop, or what the stock market will do next year.

Successful long term investing is boring. It removes emotion from the decision process. These are the keys to compounding wealth while managing risk.

Time

The amount of time you have until you need it is the most important factor when deciding how to invest.

Diversification

The easiest way to reduce risk is to spread your eggs among many baskets.

Process-Driven

Done through an objective process rather than subjective guesses.

Physicians shouldn’t have financial reasons prevent them from pursuing their dreams.

Give yourself permission to live the life you want to live.


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