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.