Financial Health for Physician Associates

As a physician associate, you are a highly trained medical professional. However, next to none of that education is in the area of personal finance.

In medicine, triage gives you a system for prioritizing patients in an emergency. But when it comes to finance, it’s hard to know what should take priority. Do I put money here? Do I put money there? Do I pay off my student loans? When everything is tied for first place, it’s impossible to know what the next steps should be.

We're here to help!

Our passion is to teach you seemingly complex money topics in plain English, jargon-free, to empower you to make more informed financial decisions.

So whether you're a newly minted PA-C, or a seasoned veteran hoping to retire in the next few years, we look forward to being a resource to you along your financial journey.

Our Mission

We believe that everyone deserves to live their best life. It is our passion to change your mindset about money. Money is fuel to your future, and with proper planning, all that you want is achievable. 


It is our job to help you understand the ripple effects and consequences of today's financial decisions so that you can achieve your goals and objectives in the most efficient and effective way possible. 

Together we will co-create a plan built for a life of abundance.

Check the background of your financial professional on FINRA's BrokerCheck