Certified Financial Planner
Life is busy. I get it! I have a two-year-old at home and I know how hectic life can be. Whether you’re a self employed physician or own a small family business, keeping your patients, clients or customers happy is a monumental task. You’re making it happen and are knocking it out of the park. But, who do you go to when it comes to keeping your own personal financial matters in order? Do you feel that you’re operating the business or practice as efficiently as you can? Are you paying too much in taxes, worried about cash flow or wonder if you can actually retire? Reach out to me. As a Certified Financial Planner my team and I can help you create a game plan that will ease your financial concerns and help you navigate your life and business where you want to take it!