Hello and welcome! As professionals, we have worked extremely hard to attain success. We spend so much time perfecting our craft while racking up mortgage-sized student loans. Yet, we lack the financial know-how to start building wealth. We depend on financial advisors but most are disguised salesmen who recommend high fee-loaded funds and sell us high-priced "Whole-life and IUL life insurance policies. 

 

This is where I come in. I am here to help you take control of your money and learn the skills and knowledge you need to manage your money. I have made many mistakes regarding money including financing my first car at an exorbitant interest rate to getting into a lot of consumer debt. However, I was able to pay off all my consumer debt by following a comfortable budget (no rice and beans) and eventually building a six-figure nest egg.

 

As a cardiologist I provide my patients with a 360 detail oriented plan to care to help them live healthier lives. I will bring this same detail oriented approach when helping you with your money. I will only recommend insurance and investment products that I personally use. 

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As a trusted Financial Coach, I have helped many clients begin their journey and I am excited to help you do the same. 

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I specialize in helping clients achieve their personal finance goals by:​

• Creating a cash-flow plan (AKA budgeting)

• Asset location (Investment accounts: 401K/403B, HSA, ROTH IRA, taxable accounts)

• Asset allocation (Investment products: ETFs, stocks, cryptocurrency, REITs)

• Debt pay off plan (consumer and student loans)

• Obtaining appropriate insurance (Disability, life etc)

• Creating sinking funds to enjoy your money on things you value

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I look forward to helping you!