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You work hard for 

money, now make it

work hard for you!

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 literacy to start building wealth. We may seek the help of financial advisors, but most are disguised salesmen who recommend high-fee-loaded funds and may even advise us to purchase useless financial products like "whole-of-life insurance" and IUL insurance. 

 

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 while training as a resident.

 

As a cardiologist, I provide my patients with a 360-degree, detail-oriented plan of care to help them live healthier lives. I will bring this same approach when helping you with your personal finances. 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 

  • Setting up and investing in a myriad of financial accounts (Investment accounts: 401K/403B, HSA, ROTH IRA, taxable accounts)

  • Focused teaching on investment products such as ETFs, stocks, cryptocurrency, REITs.

  • Paying down debt

  • Obtaining appropriate insurance 

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

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I look forward to helping you!

New York Office

Testimonials

What Clients Are Saying

Since starting my business in 2020, I have helped many clients plan and execute on their financial goals. Read on to learn what they have to say about their experience with my coaching services.

Ebow, Engineer

After making so many financial mistakes, my wife and I decided to seek financial help from Dr. Charles. Dr. Charles graciously gave us clear guidelines to achieve financial freedom. His ability to listen, coach, and cheer us on when we exceed our quarterly goal was refreshing.  Our session with Dr. Charles at times turned into borderline marriage counseling which speaks to a great length of his ability to listen and provide guidance to our financial mistakes and to provide a fundamental understanding of what it means to invest for the future and its benefits. My wife and I have learned a great deal from Dr. Charles these past six months and we will forever be grateful for his coaching but most importantly his friendship.

"The problem with shortcuts is that you arrive prematurely and unprepared."

Unkown

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