Through personalized financial planning and wealth management, we help clients simplify complexity, optimize tax strategies, and use their resources purposefully.
Our mission is to illuminate your path to financial independence so you can focus on what matters most.
Shining light on what matters most
Our Services
Comprehensive Financial Planning
True financial confidence comes from having a clear, personalized roadmap. As a CFP® professional and fee-only fiduciary, we provide advice that’s objective, transparent, and always in your best interest. Together, we’ll look at every area of your financial life—cash flow, investments, taxes, loans, insurance, retirement, estate, and charitable giving— to ensure all the pieces are working in harmony. My goal is to simplify complexity and create a plan that not only guides today’s decisions but also adapts as your life and goals evolve.
Student Loan Planning for Medical Professionals
We help doctors, PAs, NPs, dentists, and other healthcare professionals navigate complex student loan repayment and forgiveness programs with clarity and confidence. Whether you’re pursuing Public Service Loan Forgiveness (PSLF) or optimizing repayment strategies in private practice, we’ll build a plan tailored to your career path, cash flow, and long-term goals—so your loan strategy fits into your larger financial picture, not the other way around.
Wealth Management
Building wealth isn’t just about growing investments—it’s about aligning your money with your life. We provide disciplined, tax-efficient investment management that’s always tailored to your goals. With independent custodians and a planning-first approach, we help you stay focused on the big picture while ensuring your portfolio supports your path to and through financial independence.
Contact Us
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