WHO I HELP
I work with individuals, families, and small businesses of all kinds! However, I specialize in helping non-physician healthcare workers, health and wellness practitioners, female-owned small businesses, people who are thinking of changing careers, and those managing chronic health issues.
I Believe that EVERYONE Deserves to Have A Secure Financial Life.
WHO I HELP
I work with individuals, families, and small businesses of all kinds! However, I specialize in helping non-physician healthcare workers, health and wellness practitioners, female-owned small businesses, people who are thinking of changing careers, and those budgeting for medical expenses and long-term care.
Because EVERYONE Deserves to Have A Secure Financial Life.
Financial Planning for healthcare Workers & wellness practitioners
I’m a physical therapist myself, so I know all too well the financial challenges (and perks) you’ll encounter. Let’s work together to tackle your financial challenges and take advantage of financial opportunities you have as a healthcare worker.
Nurse • Physicians Assistant • Physical Therapist • Wellness Practitioner • Pharmacist • Dietitian • Acupuncturist
Financial Planning for Small Business Owners
As a small business owner, you have a unique set of financial planning needs. I can help educate and empower you to know what you can do yourself and which tasks you should defer to an accountant. From small business tax strategies, tax planning, and estimated tax payments to retirement planning, insurance coverage, and learning to balance your own books, I’m here to support your small business dreams!
woman-owned small businesses • entrepreneurs • female-owned startups • LGBTQ & BIPOC small businesses
Financial Planning for People With Chronic Health Issues
Prevent & Pay Off Medical Debt • Maximize Insurance • Plan for Work Reduction, Medical Leave, Long-term Care
Financial Planning for Career Transitions
Understand how your changing salary, paused retirement contributions, educational expenses, and healthcare and insurance costs may impact cash flow and long-term financial goals. Establish an emergency fund to cover income gaps. Consider potential tax implications, such as changes in tax brackets or self-employment taxes. I’ll help you follow your passion without sacrificing financial security.