Physicians & Healthcare
Loading planner profile...
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Death in the Family
Sudden Wealth or Inheritance
Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Money is never just numbers. It's emotional, and it's personal. Most advisors stop at your accounts. I care about your whole life, and how you feel about it. Here's how we work together. First, we talk about your life. What do you want next? A great retirement? A growing business? More time with family? I listen first, then we plan. I'm a fee-only fiduciary. That means I never earn a commission for selling you things. Next, we build your plan. It covers all of your money: savings, investing, taxes, insurance, and your estate. Then we stay close. Life changes, and your plan should too. I'm a CFP®, a Behavioral Financial Advisor, and a Certified Grief Educator. I help with the numbers and the hard moments behind them, including life's toughest transitions. I work best with busy professionals, physicians, and business owners who want one guide they can trust.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.