Helping our clients move from burnout to balance.

We focus on seven core values when working with our clients:

    1. Clarity-Help you identify what is most important to you so you can allocate your resources there
    2. Organization-Help you bring order to the (chaos) of your financial Life
    3. Accountability-Make sure you follow through on the commitments you make to yourself & your family
    4. Objectivity-Help you avoid emotionally driven decisions
    5. Proactivity-Help you get ahead and stay ahead of major changes and transitions in your life
    6. Education-Make sure you know what you need to know to be confident in your plan
    7. Partnership-Work alongside you to help you achieve everything you want in the most efficient way possible
Physician Looking at the hotels she booked for her family knowing her financial plan is solid

We understand you.

Both Steve & Becky are married to medical professionals so we are acutely familiar with the stress, sacrifice, and rewards that come with your profession.

We have your best interest in mind.

As CERTIFIED FINANCIAL PROFESSIONAL® professionals & fiduciaries* we offer advice that prioritizes your best interests, dedicated to ensuring your financial plan maximizes value and security.

We focus on wealth & wellness.

We recognize the connection between financial health and overall well-being. We view wealth as not just the money you have but your time and energy as well. We help our clients maximize all areas of their wealth to live a balanced life.

*As CFP® Professionals, the CFP® Board’s Code of Ethics and Standards holds us to a fiduciary standard when providing financial advice to a client. 

Financial Planning for Medical Professionals

You are not like other professionals. You put your life on hold to learn an important profession, and as a result, you...

  • Have a crazy schedule that makes it difficult to spend time with friends and family
  • You work in a system that often prevents you from doing your best.
  • You work alongside some of the best people you know but you all experience burnout at rates not seen in almost any other profession
  • You may even feel stuck in your job because of the amount of debt you had to take on.

Your financial planning may be taking a back seat...

That's where we come in.

We take the stress away so you can focus on your loved ones and your extremely important job.

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Dork Out on Financial Knowledge