Financial Planning for Professionals

Ready to take control of your finances? We help you prioritize financial decisions, choose benefits, deal with student loans, invest, and run your practice or business.

FINANCIAL SERVICES

FINANCIAL PLANNING

Successful wealth management is about creating fluid financial plans. This plan addresses strategies to minimize taxes, the cost of student loans, provide a lifetime of income, and allow you to become financially organized

INVESTMENT MANAGEMENT

With Independence and access to a wide range of active and passive investment strategies, as well as alternative investments, our allegiance is always you, and never to specific products.

INSURANCE PLANNING

There are too many different types of insurances out there. We’ll make sure that you have proper coverage where you need them, and them get rid of them when they’re no longer needed.

WORKPLACE BENEFITS

Offering workplace benefits is crucial to a small business. It helps owners offset some of their tax liabilities and retain good employees.​

We Help Clients By:

ORGANIZATION

We help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also at the “micro” level of household cash flow.

ACCOUNTABILITY

We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

OBJECTIVITY

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

PROACTIVITY

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

EDUCATION

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

PARTNERSHIP

We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Student Loan Financial Advisors

Net Cost of Your Education

Student Loan Advising

There comes a point in everyone’s journey where they have question the effectiveness of their current repayment strategy. Maybe your balance isn’t dropping as fast as you’d like. Or perhaps, you have a lot riding on getting your loans forgiven.
 
We’ve been advising on student loans for doctors, lawyers, and business professionals for several years. We’re student loan financial advisors and we have a deep level of expertise, as well as sophisticated software to advise on student loans.
 
Each student loan case is unique. We’ll review everything, explain the pros and cons of various repayment strategies and answer all your questions in a “face-to-face” web meeting.

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