Get a FREE financial plan with tailored recommendations to get you on track today!
Are you tired of not knowing where to put your money? Do you need a plan to get you on the right track to build wealth and retire sooner? I can help you establish a plan to pay down debt, save more money, and invest for your future. In your FREE consultation, you will learn:
To establish your financial goals
Where to allocate your hard-earned dollars
How to pay down debt and save more
How to get the most value out of your money
If your investment portfolio is set up for success
If your loved ones will be taken care of financially
How early you can retire
Fill out the following information to take the next step in being financially independent and worry free!
I help professionals simplify their financial life. This is done by creating an actionable plan to achieve financial freedom and solve money problems along the way by:
- Figuring out how to consolidate, refinance, and quickly pay off student loan debt.
- Understand the pros and cons of travel employment.
- Gain more free-time in your life by developing a plan to support a true work/life balance lifestyle.
- Plan a sabbatical or time off from your current career.
- How to invest in a new business venture or deal with the sale of a business.
- How to save outside of your retirement accounts and build liquidity in your investment portfolio.
- Are you appropriately insured Health, life, and disability.
- Portfolio analysis and repositioning of assets to potentially save 15% to 40% in taxes.
- Rollover old retirement plans.
- Retirement planning for 1099 income.
WHO I WORK WITH: I partner with healthcare professionals including:
- RNs – Registered Nurses
- NPs – Nurse Practitioners
- DNPs – Doctor of Nursing Nursing Practice
- CRNAs – Certified Registered Nurse Anesthetists
- MDs – Doctor of Medicine
- DDS – Doctor of Dental Surgery
WHY IT WORKS: When you partner with me you get on-going, transparent, and simple advice. This includes access to efficient, low-cost investment portfolios, and an easy to follow plan to keep you on track to build financial freedom.
WHAT MAKES ME DIFFERENT: I am a CERTIFIED FINANCIAL PLANNER and I engage with you on a 1 to 1 consulting basis, to establish trust, and a deep understanding of your needs. I offer fee-based financial planning advice in all areas of personal finance. I work as an accountability and implementation partner helping you finish what you start and see things through to the end.
HOW IT WORKS: We begin with a FREE CONSULTATION via phone, video conference, or in person. We review and discuss your current situation, learn more about one another, and decide if we are a good fit.
READY TO TALK?
Schedule a FREE CONSULT or get a second opinion: