Climb Your Mountain
Our process identifies goals and priorities, then defines a path to reaching financial independence. The confidence of knowing you are moving towards your desired outcome frees time and reduces worry to focus on the people and activities you value most.
At NWF Advisory, our cash flow based model of income and expenses in retirement strives to answer one of the most crucial questions, "Can I retire and not outlive my assets." The prospect of thirty years without a paycheck can be daunting. We model a most likely scenario plus any aspirational scenarios you can envision for your retirement years.
Holistic cash flow based plans with ongoing progress checks.
Decades of experience have prepared us to guide you through your life transitions.
Trust. Competence. Honesty. Integrity.
We live by these daily.
For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice.
Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals & needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented & risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.
I can help you address your needs of today and for many years to come. I look forward to working with you
Our goal is your success. Below are some resources to help you have a successful financial future.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
Create an investment strategy that's right for you.
We look forward to helping you and your loved ones explore their financial goals.
For the last 20 years I have been delivering a Business of Medicine lecture teaching the next generation of medical professionals about the basics of financial planning including student loans, contract types, retirement planning, and risk management.
Beginning in 2020 I will be giving my lectures online instead of in-person, and it would be an absolute pleasure to have people who are interested join and gain valuable knowledge.
Fill out the form below and we will reach out to you regarding availability.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin