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Financial Planning for

Gen X & Gen Y Physicians

Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.

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Comprehensive Financial Planning

Financial planning should take all aspects of your financial life into account. We focus on financial planning and investment management to help you maximize your wealth.

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Transparent Flat-Fees

No hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy. 

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CFP Professionals & Fiduciary

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.

Source: www.cfp.net, www.cerulli.com

As Seen On The White Coat Investor & Physician on FIRE

We are recognized by The White Coat Investor & Physician on FIRE as a recommend advisor, and one of the few select firms labeled as “a good financial advisor at a fair price” by Dr. Dahle, for our flat-fee subscription model and capped fee structure.

Flat-Fee Financial Planning & Investment Management | Custom-Crafted by a Fiduciary CFP®

Are You Ready to Build a Healthier Financial Life?

Schedule your free icebreaker call