Frequently Asked Questions

I've had the honor of helping hundreds of physician families create a financial plan, providing them with a clear path towards financial independence and enjoying life along the way.

Financial planning and investment management for mid-career physicians.

Money is a tool to build an ideal life. I find it fascinating enough that in my off time I teach undergraduate students about money.

I work directly with and for my clients.

I provide financial advice for physician families who want actionable advice at a fair price.

Yes, one time. Financial planning is a process, not an event. I bill for the process.

~300,000 people in the USA call themselves financial advisors. ~29% are Certified Financial Professional®. ~2% are fee-only. ~50 are physician-specific AND fee-only. I am one.

I respond to a limited number of financial questions from not-yet clients.

Maybe, the last decade has shown that solo financial advisors, like myself, typically hit their maximum client capacity in only a few years.

I send you an email reply. I never sell or share it, I promise.

My clients transfer money from their bank account to my bank account. No hidden arrangements.

Click & schedule a meeting time.