Surviving the Financial Hurricane
A Map for Navigating Financial Storms Ever found yourself in the middle of a storm you never saw coming? Picture this: You’re on autopilot. In the midst of your daily routine… And out of nowhere, a phone call shatters your world, totally upending everything you know as your life. Your eldest son has just been […]
The Financial X-Ray
Uncover the Skeletons of Your Financial Health to Build a Resilient Future Welcome to the Assessment phase, my friend. We’re about to dive deeper into a game-changing process that will leave you empowered and ready to conquer your financial goals. You’ve faced the harsh realities of your finances and gained some much-needed clarity in the […]
Critical Diagnosis
Unveiling the Financial Mistake That Could Cost Physicians Their Family’s Future As a doctor, you’ve worked incredibly hard to earn your degree and establish your practice. You’ve probably spent countless hours pouring over medical texts, perfecting your techniques, and honing your skills. But, no matter how skilled you are, there is one area where many […]
Cutting Through The Financial Fog
An Honest First Step to Creating A Laser-Focused Financial Vision For Your Future Alright, let’s get real. As a physician or a busy professional… You’ve busted your chops to support your family, heal patients, and climb the career ladder. But have you seriously considered your financial future? Or are you just winging it? Introducing the […]
Planning for Your Kids Education
My older sister was fifteen the year my dad died. As a self-employed man, he didn’t have a 401k, life insurance, or a long-term financial plan. He also didn’t have any college savings for the three of us. So my sister, who wanted to go to Boston College, had to settle for someplace local instead. […]
Finding a Financial Therapist
When I first began working in the financial field I was a trader. In fact, my career was built around making money. I was good at it. So good at it, in fact, that I did trading for 28 years. But somewhere along the line, I realized that my true goal was to help people […]
Don’t Go Through Challenges Alone
When my oldest son was in his first semester of college, our family went through two very difficult situations: my son was diagnosed with type 1 diabetes and my wife with stage three breast cancer. When my oldest son was in his first semester of college, our family went through two very difficult situations: my […]
Life is Short and Unpredictable
In the last two years, I’ve faced many challenges. In February 2017 my wife, who’d been fighting breast cancer for seven years, received more bad news: the cancer had metastasized, spreading to her lungs. We digested this and soldiered on, only to find out in October that my sister, too, was diagnosed with cancer. A […]
Jumping Hurdles of Poor Planning
When I was thirteen, my father died. We’d just finished playing golf. One minute he was joking with me and the next he was gone, the victim of a heart attack. This changed everything for my family. My mom was already struggling, having lost her parents earlier that year. Now, not only was she a […]
