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 wrote 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.
Choose Your Path
Choose the path that fits your situation—whether you're navigating special needs planning or building financial independence as a physician.
Special Needs Planning
Guidance on benefits, trusts, and long-term planning to help build clarity and stability.
Physician Financial Planning
Insights on investing, retirement planning, and avoiding common financial mistakes.
Build a Clear Plan for the Future
The Financial Clarity Blueprint for Families with Special Needs is a step-by-step course designed to help you organize benefits, trusts, and long-term planning decisions with clarity and confidence.
Work With Me
For those who want guidance, structure, and ongoing support, I offer personalized financial planning tailored to your situation.
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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.
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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.