Healthcare Heroes

I have worked over 20,000 hours in hospitals and understand the demand on your time. Being pulled in multiple directions at once can get tiresome. I empathize with working off shifts, causing you to miss out on holiday celebrations with your family because of work obligations. By investing early and often, you begin letting your money compound and start working for you. That allows you to have financial security and control over your time, which leads to more happiness.

That is why I decided to become a financial advisor. I saw many of my co-workers working long hours taking great care of patients but not taking great care of their financial future because they:

  • Did not understand all of the accounts that they could or should be contributing to

  • Were not realizing how big a factor time can be on compounding interest and how that could be costing them hundreds of thousands of dollars, maybe even millions

  • Let their emotions dictate their investment decisions causing them to make poor market timing choices

  • Were being overcharged by working with an advisor who was not a fiduciary selling them products, or investing them in expensive mutual or index funds

If you are proud of the excellent care you provide your patients but don’t have a financial plan to care for yourself. I would love to connect and get you set up with a financial plan that will allow you to have more control over your time in the future, which should lead to more happiness!

The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays.
— Morgan Housel, Author, The Psychology of Money