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Why We Do What We Do

When you’re in the early stages of your career, there is a mountain of responsibility around every decision you make.

My wife serves as a prime example of why I chose to be a financial planner for healthcare professionals because I have seen first-hand how important it is to be financially literate after medical school.

From paying off student loans to buying your first house, it can be extremely overwhelming to manage your money while establishing yourself in your career, especially when you were never given proper education on the subject.

My goal is simple: create a service model that caters to the unique needs of young professionals and recent medical school graduates. And the best resource for this model (besides my wife) has been myself — because I am also experiencing many similar challenges and transitions as I grow and advance in my own career.

Interested? Contact Us Today