SecurePath Planning™

A Step Towards Financial Freedom

Book an initial meeting

In this introductory meeting, we’ll discuss your financial goals, review your current situation, and explore how my SecurePath Planning™ approach can help you achieve financial freedom.

I am most impactful and relevant with professionals who…

  • Are a medical or tech professional √

  • Earn at least $200K+ per year √

  • Seek ongoing guidance and financial advice √

  • Have complex financial needs, such as equity compensation, tax planning, or estate planning √

  • Value a long-term partnership with a trusted advisor √

Ready to take the next step towards financial freedom? Let’s schedule your introductory meeting and explore how I can help.