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Trusted financial guidance for medical professionals
Do any of these sound familiar?
The Freedom To Choose Your Path
✓ Maintaining your ideal lifestyle while building serious wealth
✓ Sleeping through the night without money worries
✓ Saying "no" to extra shifts (if and whenever you want to)
Your Money Working As Hard As You Do
✓ Building wealth while you focus on medicine
✓ Creating passive income streams that grow while you rest
✓ Making smart financial decisions without mental exhaustion
A Sustainable Career You Love
✓ Practicing medicine on your terms, not your mortgage's terms
✓ Enjoying guilt-free spending
✓ Creating a legacy that extends beyond your practice
My mission is to help medical professionals create sustainable financial freedom so they can focus on what matters most - healing others while living the life they want.
Why Healthcare Professionals Trust Me:
I was fortunate to get connected with Brandon in my transition from post-graduate medical training to solo practice at an academic medical center. His personalized approach to financial planning was integral in unwinding the complexities of having retirement plans at many different training institutions. His team which is experienced in working with medical providers, provided excellent guidance on navigating the public service loan forgiveness program for both my undergraduate and medical school government loans. Whether you are someone who wants a hands off approach to managing your finances or simply some guidance in how to modify your current financial strategies to meet your life goals, Brandon provides the answers or connects you with the person who can.
I don't believe in cookie-cutter financial planning. Instead, my medical doctor freedom approach is designed to help you work towards transforming your income into lasting wealth while maintaining your sanity.
It sits on top of three core principles:
Step 1: Book Your Strategy Session
Step 2: Get Your Custom Financial Freedom Plan
Step 3: Build Sustainable Wealth
Brandon's approach to financial advising is incredibly intentional and relational - he is very generous with both his time and his knowledge. He really gets to know you as a person and helps to co-create a financial plan that aligns with your unique life vision. He cares more about you as a human being than any other financial advisor I've ever interacted with, and you can tell that he absolutely loves what he does. As a dentist it has been difficult to find someone that I can trust to help guide me financially, but Brandon has integrity and an obvious desire to be of service to his clients. I'm so happy I found him!