Treatments
Physician Wealth Planning
A holistic plan built around your specialty, your student loans, and the way real life shows up between shifts and weekends on call.
Practice Cash Flow Strategy
We tune your practice finances like a patient panel: steady, intentional, and designed to keep the lights on without burning you out.
Insurance & Risk Review
Disability, malpractice tail, life, and umbrella coverage reviewed against your actual risks, not a generic checklist from the carrier.
Home & Mortgage Planning
From the first attending contract to the forever home, we model the purchase, the refi, and the long view in plain language.
Tax-Smart Investing
Backdoor Roths, 401(k) mega backdoors, defined benefit plans, and taxable brokerage strategy coordinated with your CPA each January.
Life Transitions & Exit
Practice sale, partnership buy-in, sabbatical, divorce, or early retirement, we sit beside you for the conversations money makes harder.
The Procedure
A 20-minute hello
We start with a real conversation about your work, your worries, and what you want daily life to actually feel like.
Discovery deep dive
We gather your statements, contracts, and benefits so we can see the full picture you have been juggling alone.
The written plan
You receive a clear, plain-English roadmap covering cash flow, investing, insurance, taxes, and what to do this month.
Lived-in follow-up
We meet quarterly, adjust for new call schedules and life changes, and stay reachable between appointments when things shift.
Why Choose Us
Built for medical careers
We speak fluent RVU, contract, and partnership-buyout and translate every number into something that fits a human life.
Fiduciary, every time
No product sales, no commissions, no hidden third-party incentives. We are paid only by you, in flat advisory fees.
Privacy you can trust
Your financial life, patient data, and family details are handled with the same discretion you give your own patients.
Plain-English updates
Quarterly snapshots, annual deep dives, and explanations written for tired humans, not for compliance departments.
Client Stories
Penny translated my first-attending-year panic into a plan I could actually follow. I sleep on call nights now.
She understands what it means to run a small practice and still be present at home. Our finances finally match our values.
Let's talk about your next chapter
Book a complimentary 20-minute conversation. No pitch, no pressure, just a thoughtful first look at what your money could do for your life.
Schedule my hello call →