I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. For over 12 years I used my BSN to help provide exceptional patient care. I now use my financial expertise and passion to assist healthcare professionals who are eager to set themselves up for a successful financial future.

You gain a fiduciary on your team who looks out for your best interests. One who helps you organize your financial life, assisting you in prioritizing your financial goals, and then supports you in implementing a financial plan to reach your goals. Financial terminology can be confusing just as medical terminology is puzzling for patients. As your financial planner, I will clarify financial jargon to help you become a competent & confident investor.

I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which incorporates value-add best practices in wealth management. I perform an in-depth review of how these strategies contribute to your financial success in this blog post.

1. Asset Allocation

2. Cost-Effective Implementation

3. Rebalancing

4. Behavioral Coaching

5. Asset Location

6. Spending Strategy

7. Total Return versus Income Investing

Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions so you can take advantage of compounding interest.

This allows your money to start working for you and the ability to reclaim back your time. I believe money and time are essentially the same thing and explain my reasons why in this blog post.

If you have questions or would like help reviewing your financial situation, please schedule some time on my calendar.