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Helping Families & Physicians Build Financial Clarity

Whether you're navigating special needs planning, building long-term financial independence, or simply trying to make better financial decisions, my goal is to provide clear structure and guidance—so you can move forward with confidence.

Prefer to Start on Your Own?

If you're looking to better understand your situation before working with an advisor, you can start with my educational resources.

Physicians

Insights on investing, retirement planning, and avoiding common financial mistakes as a physician

Explore Financial Grand Rounds
Special Needs

Guidance on benefits, trusts, and long-term planning to help families build clarity and stability.

Read Special Needs Insights

Or take the next step if you are a special needs family:

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The Financial Clarity Blueprint for Families with Special Needs is a step-by-step course designed to help you build a complete plan with clarity and confidence.

Work With Me

For those who want guidance, structure, and ongoing support, I offer personalized financial planning tailored to your situation.

Financial Planning for Physicians

Helping physicians make better decisions, avoid common mistakes, and build long-term independence.

Schedule a Discovery Call
Special Needs Planning & Audit

Guidance for families navigating benefits, trusts, and long-term planning decisions.

Schedule a Planning Audit

Financial planning services are provided through Targeted Wealth Solutions, an independent registered investment advisory firm.

Learn more about TWS.

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