“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays”
The Professionals I Serve
I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. For over 12 years I used my BSN to help provide exceptional patient care. I now use my financial expertise and passion to assist healthcare professionals eager to set themselves up for a successful financial future.
The Value You Receive
You get a fiduciary on your team who looks out for your best interests. One who helps you organize your financial life, assess what goals you want to accomplish, and then supports you in implementing a financial plan to reach those goals. Financial terminology can be confusing just as medical terminology is for patients. As your financial planner, I will simplify confusing financial terminology to help you become a competent & confident investor.
I believe in controlling what you can control and not wasting brainpower over what you can’t. I focus on Vanguard’s Advisor Alpha methodology which includes these value-add best practices in wealth management.
Suitable asset allocation using broadly diversified funds/ETFs
Rebalancing
Asset Location
Total return versus income investing
Cost-effective implementation (expense ratios)
Behavioral coaching
Spending Strategy (withdrawal order)
I perform an in-depth review of how these strategies contribute to your financial success in this blog post.
My Why
Healthcare professionals work long shifts, weekends, and holidays caring for other people’s families — which sacrifices time away from their families. My goal is to help the helpers. With financial and tax planning, I help you implement strategic decisions and use compounding interest to your advantage. This allows your money to start working for you and the ability to reclaim back your time. Money and time are essentially the same thing and I walk through why in this blog post.
If you have questions or would like help reviewing your financial situation, please schedule some time on my calendar.
Outside of Work
Real Estate Investing: I've been actively building my real estate portfolio over the last decade. I'm happy to share my knowledge about non-traditional investment opportunities if that piques your interest.
Beach Volleyball: One of my favorite activities during Michigan summers is playing beach volleyball. Grand Rapids now has a professional volleyball team, The Grand Rapids Rise. Cheering on their elite talent and rooting for the home team has been exciting.
Pickleball: If you're ever interested in learning how to play, don't hesitate to reach out. I’m more than happy to teach you and it’s suitable for people of all ages.
Blackjack Card Counting: You might find it interesting that I learned how to count cards for blackjack. Gun Lake Casino may have politely asked me not to play blackjack there anymore. It's worth noting that counting cards is not illegal, but it tends to ruffle feathers in casinos when you use simple math to your advantage.
