Helping Doctors Use
Money as a Tool to
Live Great Lives
Comprehensive flat-fee financial planning
for physicians and their families
10 years in business | Serving over 400 physician families | Clients in 43 states
Managing a Demanding Career as a Physician
and a Personal Life Is Hard
Managing Your Finances Doesn't Have to Be
Whether you are a medical resident starting out and wondering how you’ll balance your student loan payments and saving for a home - or you are an established physician looking for help figuring out how to pay for your kids’ college educations and how much you need to save to reach financial independence – we can help you.
Prioritize Your Personal & Financial Goals
We've seen it all, and we know how to help people who are:
- Buying a house
- Transitioning into practice
- Starting a family
- Feeling burned out and looking for change
- Looking to become financially educated
- Wanting to delegate their financial planning
We want you to feel personally and financially secure as you face the next transition in life. Overcome your financial complexities and start enjoying your free time with a personalized financial plan.
Case Studies
Our experience with medical professionals has given our
clients financial peace of mind through our planning process
Education Library
The information and insights you need to feel confident about your finances
Tax Strategies
Career
Transitions
Home
Ownership
Working With
Advisors
Financial
Independence
Student Loan
Strategies
Doctors, Do You Know
Your Financial Vitals?
Financial vitals are an important starting point to begin measuring financial
wellness and identify potential problem areas. Curious what yours are?
Enroll in our vitals check series to begin uncovering what yours are
and how they can help you improve your life.
About Us
We are more than just advisors. We’re here to be your financial advocates.
Time is the one finite resource that you have, and we want to help you conserve it. We created our firm because we saw the struggle that so many people face with finding an advisor they can trust. We’re not here to sell you, but to provide you with a financial plan that allows you to keep control over your finances and maximize your free time.
Our team works collaboratively to create financial plans our clients can feel confident about. With years of experience working with young families in the medical field, we can dive deep into complicated finances and come out the other side with a simple solution.
WHAT OUR CLIENTS HAVE TO SAY
The first thing my wife and I were impressed about when we decided to onboard was that they didn’t even talk about the specifics of mutual funds and accounts - they tried to get to the root of how we feel about money, our relationship with money, how we as a couple deal with it. I thought that was really informative. They don’t just care about trying to get a commission, they’re trying to figure us out as humans and how to improve our lives by making better decisions.
WHAT OUR CLIENTS HAVE TO SAY
It is its own profession for a reason. The counterbalance for burnout is offloading tasks that don't bring you joy. You can make your life better by asking for a professional's help
WHAT OUR CLIENTS HAVE TO SAY
"They review our taxes... Jen is like this tax whiz. Eight times out of ten, she finds where the CPA's made mistakes."
Schedule A Call With Our Team
Enjoy more free time again by taking a simple, first step.
We’re here to be a sounding board, an educator, and a collaborator throughout your financial journey.
Learn more about the next steps — we’ll jumpstart the process of creating and refining a financial plan
created with your personal and professional goals in mind.