I help my clients make the money they have work for the life they want.
In particular, I focus on young medical practitioners in residency and early practice. As the father of a physician, I understand the strains of high student debt, the ever changing medical landscape, and the confusing array of choices (personal and professional) as you move from residency to practice.
For established medical professionals who are concerned that they "are not where they need to be", I offer clear, consistent, unbiased advice. We work together to establish meaningful goals, clarify and focus on those things that are truly important, and help to restore the balance that is often missing in the lives of today's busy practitioners.