Our services.
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 review every area of your financial life — cash flow, investments, taxes, loans, insurance, retirement, estate, and charitable giving — to make sure all the pieces are working in harmony.
Our 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.
Fees for ongoing financial planning range from $100-$500/month depending on the complexity of your situation and expertise required.
Comprehensive Financial Planning
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 bigger picture while ensuring your portfolio supports your path to financial independence.
Fees for wealth management start at 0.80% of assets under management (AUM) and tier down as household asset size increase.
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.