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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.

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



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Discover Your

Financial Potential

Your journey toward a financial safe harbor starts with getting organized. We’ll look at what you have, what you don’t, and what you need and want to develop a blueprint for your complete and custom-crafted financial plan.

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Your Plan for Success

Anyone can give you facts and info about the “right” money moves to make. But you’re more than some numbers on a piece of paper. We believe your financial plan should offer more, too. We take your specific situation, goals, challenges, and desires into account to fit every piece of the puzzle together - and to ensure the finished picture is one you want your life to look like.

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Your Priorities

We’ll help cross off items on your financial to-do list and keep you cruising forward once your plan is in place. Enjoy accountability from experienced guides who not only steer you through complicated situations, but also keep you motivated when you feel discouraged or distracted.

We believe in true, comprehensive, holistic financial planning.

That’s what drives us to help our clients achieve the kind of success they’ve been dreaming of for themselves.
Here’s what else you need to know about working together with us:

We Offer Transparency

We believe in laying out all the details for you to evaluate and decide for yourself if working together makes sense for  you. That includes providing a close look at our financial planning process and giving you a clear rundown of our fee structure.

We Bring Knowledge & Experience

We’re proud to provide real, robust financial planning from CERTIFIED FINANCIAL PLANNER™ professionals. Our team have decades of combined experience in the financial industry and in working hand-in-hand with clients who achieved their financial goals.

We Provide Flexibility

The 9-to-5 grind doesn’t work for everyone -- or it may just be child’s play compared to the schedule you keep as a medical professional or entrepreneur. We keep flexible work hours to accommodate our clients’ needs and remain on-call for you, when you need us.

We Have Fun

Money causes serious stress for most people. As your navigators, we’re here to help you sail past worries and concerns by providing a reliable, simple, understandable plan of action for you to take with your finances. That frees you up to enjoy more of your life, now and in the future.