Jacob Molina, CFP^®

I provide proactive, tax-efficient financial planning and tax preparation for Physicians, APPs, and other busy professionals. High income helps, but it doesn’t automatically create a great outcome. Between taxes, student loans, investing, and major life decisions, it’s hard to get a single coordinated strategy that ties everything together. That’s why I integrate planning and tax prep: to align cash flow, taxes, and investments around the same plan. My core values are clarity and stewardship. Medical professionals carry enough complexity and responsibility already. My job is to simplify the money side so you can make confident decisions and feel in control. I want retirement to feel like a controlled descent down a mountain, not a leap of faith. Planning is both technical and behavioral. We’ll dig into the numbers: cash flow, savings targets, investment strategy, risk management, and retirement projections. Then we'll translate it into an actionable roadmap of the best next steps so there’s less second-guessing. We’ll also define what you want your life and retirement to look like, and what “enough” means for you. My role is to collaborate, guide, and help you execute, and then keep refining the plan as life changes.

Comprehensive Financial Planning