Plan For The Present®

Learn more about our 360° financial planning solutions.

You deserve an advisor who understands the unique aspects of life as a physician and who walks with you through it all.

Our financial planning and investment management services are designed to empower you to live an inspired life that you love. From day-to-day cash flow management, student loan repayment strategies, compensation and benefits review, and helping you build a portfolio aligned with your goals and values – we’re with you every step of the way.

Our Four-Step Financial Planning Process

What kind of life do you want to build? Our values exercise meeting helps you take a deep dive into what matters most to you and your family – creating a clear picture of where you are now and where you want to grow.

We believe in a holistic approach to your financial plan. Our team will reverse engineer a strategy based on your unique goals, pain points, and symptoms.

As a physician, you have a unique set of risks associated with your profession. Whether you run a family practice, are a surgeon, or work as a specialist, you need to ensure that you’re mitigating risks and protecting both yourself and your loved ones. Through a series of diagnostic tests, we’ll help you determine what type of insurance coverage best suits your needs.

You have long-term goals, like retirement, but don’t want your hard-earned wealth to all be shelved for “someday.” We’ll help you build an investment plan that balances creating a brighter financial future for you and your family with living and enjoying life now.

Ongoing Partnership & Care

Our clients meet with us twice a year and we are available via phone/text or email as questions arise.


Financial planning

Contract negotiation

Employment contract design services

Student loans

Retirement planning

Insurance strategy

Employee benefits

Investment management

Tax strategy & mitigation

Planning for practice owners


Healthcare venture capital

Learn more about the unique ways we help physicians

No matter what your financial situation is, we can help.