Discover the path to
True Wealth
Helping you make confident money decisions that give you back your time, freedom, and peace of mind.
My Book: The Physician's Path to True Wealth
I just published a book called The Physician's Path to True Wealth: 12 steps to gaining control over your time and your money. This book teaches the foundational principles of personal finance that all physicians should know if they want to achieve financial freedom. True wealth is not about how much money you make or living a lavish lifestyle. Rather, it means:
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You enjoy what you do because you get to choose how you spend your time.
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You work because you want to, not because you have to.
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Your assets work for you, not you for them.
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You have time and resources to explore hobbies and broaden your interests.
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You have time for family and friends, both quality and quantity.
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You can retire on your own terms.
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You are able and willing to give back to others.
Why I Became a Financial Planner
Doctors work hard. It was difficult to become a doctor and you continue to work hard afterward. As an emergency medicine physician, I understand that well. I became a certified financial planner to help ensure that my clients' money is working just as hard for them and that they are making the decisions that will lead to financial independence. Click here to learn more about my journey and how I can help you on yours.
Educational Resources
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Physician Finance Academy
This is a series of YouTube videos on the foundational financial principles that lead to true wealth. Click here for more information and to watch the videos.
Blog
Read articles about important financial topics. Click here.
Newsletter
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Start Financial Planning
with Targeted Wealth Solutions.
1
Comprehensive Financial Planning
We look at all areas of your financial life and prepare a customized plan that addresses those--including cash flow/budgeting, investment planning, tax planning, insurance planning, estate planning, educational planning and charitable giving.
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Wealth Management
For those who want us to manage their investment money, we set up accounts with Charles Schwab that allow us to do all of the things that will help your investment dollars work better for you based on the investment plan that we create together with you. This may include investment selection, making trades, tax-loss harvesting, portfolio rebalancing and RMD distribution.
3
Special Needs Planning
Families who have members with special needs have unique financial planning needs. We create a plan to address those including protection of government benefits, ABLE accounts, special needs trusts, beneficiary designations, guardianship/conservatorship, and lifetime transition planning.