The core of my practice is focused on Life Planning, and we measure success by the quality of life and not the size of assets. Through a household integration, I work with both spouses to bring life fulfillment based on clients values. A key differentiator is we utilize money as a tool to accomplish financial and non-financial goals both now and in future. I partner with working professionals and families that want to delegate to create more time for their happiness drivers (More time with family & loved ones, Travel, Personal Growth, Charity, Career or Personal Interests). I have extensive experience working with physicians and surgeons, and specialize in addressing the unique financ