We will work with any physician
regardless of asset size or net worth.

NO minimum required.

Imagine if you told patients that you won’t help them
unless their BMI was under 25.
Sounds ridiculous, right? I think so, too.

Financial Residency

You’re already an expert in your field, you’re not expected to be an expert in mine. You’ve spent decades in school, but did not receive a financial education. That’s where I come in. Think of our relationship as a financial residency without the long hours and sleepless nights! As part of our work together, I will guide you through a financial education resulting in confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money is going to work for you, and how to protect yourself and your family. I will simplify highly complex concepts and translate industry jargon into plain English. My value as a financial planner comes from not just making complicated financial matter simple, but also helping train physicians to take action and make smarter, more informed financial decisions.

Think of our relationship as a financial residency without the long hours and sleepless nights.

Services
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