Finance isn’t rocket science, but you’d better understand it clearly

As a resident or fellow, you are in one of the most financially stressful positions of your lifetime. You have unprecedented demands on your time and money, and the decisions you make now can affect your lifestyle 10 to 20 years into the future.

I provide you with the advice you need today to help ensure financial security in your future.

Financial security should not cost a fortune!

That’s why I offer affordable services for physicians while you’re still in your training.
Single Earner $100/month
Dual Earner $150/month

The right advice should help you…

  • Save taxes
  • Avoid mistakes
  • Feel good about money

I will walk you through each decision one step at a time so you can get on track…

  • END Your Student Loan Anxiety
  • Evaluate Student Loan Forgiveness Options
  • Preparing for financial emergencies
  • Tax Preparation
  • Tax Planning
  • Evaluate obtaining personal Disability Coverage
  • Asset Protection
  • Optimizing Group Benefits
  • Investments
  • Retirement Planning
  • Create an automated cash flow plan