Unique Perspectives
As s a physician who started my own finance journey in 2019, I offer firsthand experience and real-world strategies tailored to young healthcare workers.
Services
One on One Coaching
Budgeting and Cash Flow Planning
Helping clients create a sustainable budget that aligns with their lifestyle and goals
Debt Management
Customized plans to tackle student loans, credit cards and other debt
Savings and Emergency Funds
Establishing and maintaining savings goals and building emergency funds for unexpected expenses
Financial Literacy
Educating clients on fundamental financial concepts and improving understanding of workplace benefits
Investing Basics and Retirement education
Educating clients on investing principles and helping them get started with retirement accounts
Benefits
Personalized Service
My personalized financial coaching services provide one-on-one guidance tailored to the unique challenges of young healthcare professionals, helping them confidently manage student loans, manage debt, budgeting, and long-term wealth-building.