Financial Planning for Physicians

Now accepting new clients. 

I would like to invite you for a complimentary consultation call to discuss how we can assist you in making sound financial decisions tailored to your professional and personal life.

We specialize in providing bespoke financial planning services tailored specifically for medical professionals like yourself.

We understand the unique financial challenges and opportunities that come with a career in medicine. Our team possesses extensive expertise in navigating the complexities of physician compensation packages, student loan debt management, retirement planning, and investment strategies.

Here are a few key facts about us that underscore our capability and commitment:

  • Expertise in Medical Financial Planning: Many of our clients are physicians and medical professionals, giving us a deep understanding the unique financial challenges and opportunities that come with a career in medicine.
  • Comprehensive Services: Our team possesses extensive expertise in navigating the complexities of physician compensation packages, student loan management, retirement planning, and investment strategies. We provide a wide array of services to support you including fiduciary level fee-based advice, advisory investment management, tax planning, estate planning, and risk management.
  • Personalized Approach: We pride ourselves on working closely with our clients to develop customized financial plans that align with their unique goals.
  • Proven Track Record: With nearly 30 years of combined experience, our team has successfully helped numerous physicians secure their financial futures and achieve their financial independence.
  • Institutional Value: Partnering with Northwestern Mutual, a Fortune 100 financial institution, allows our clients access to unsurpassed financial strength and expertise from a firm that manages greater than $600 Billion in combined company and client assets. This unique partnership enables us to operate as a boutique firm with both proprietary access and open market solutions on behalf of our clients. 

We believe that with our years of experience, expert knowledge, and personalized approach, we can offer significant value to your financial planning. 

Get a financial plan that prioritizes your priorities.

I’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, I’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations always follow a fiduciary standard, so I’ll act in your best interests, not mine. I’ll be transparent about what my planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.

Infographic of a pyramid divided into 4 parts surrounded by circular arrows
Here's how I’ll build your personalized plan:
  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

Disability Planning for Physicians & Dentists

Education Planning & Funding

Estate Planning

Financial Planning

Insurance Protection Strategies

Multigenerational Planning

Retirement Planning & Income Strategies

Wealth Management