At its core, financial planning is a simple and straightforward process: you need to spend less than you make and save the difference. However, the abundance of conflicting information and misinformation out there can make financial planning challenging and overwhelming. Money is an emotional topic, and even small mistakes can have a significant impact on your financial success. That’s where I come in. As your financial planner, I will guide you through the noise and help you create a customized financial plan that is tailored to your unique needs, goals, and values.

To facilitate our planning conversation, I have developed the Dream Bigger Financial Flow, a fun and engaging framework that will help you understand the most efficient way to save your money and plan for your future. This framework will be the foundation of our future planning discussions and will guide us as we work together to achieve your financial goals.

As a CERTIFIED FINANCIAL PLANNER™, I am legally and ethically bound to put your family’s interests first. This means that in all of our interactions, I will prioritize your needs, goals, and values, and will strive to provide you with objective, unbiased, and transparent advice. In our first conversation, you will see firsthand my commitment to your success, and I will work tirelessly to help you achieve your financial goals and realize your full potential.

Early in my career, I had the privilege of teaming up with some incredible physicians. They vouched for me, introduced me to their colleagues, and welcomed me into the white coat community. It was through these relationships that I witnessed firsthand how badly physicians were being taken advantage of by the financial industry.

That experience led me to build Dream Bigger Financial from the ground up. My goal? To offer tailored financial planning solutions and education that can be utilized by self-diagnosing DIY physicians or those looking for a personalized financial treatment plan.

As a client of Dream Bigger Financial, you will receive ongoing financial planning and support services paid monthly.

This subscription model allows us to stay in touch and make any necessary adjustments to your financial plan, so that it continues to reflect your current situation and your long-term goals.

You can learn more about this on the pricing page, or by scheduling a complimentary consultation with me. I will be happy to answer any questions you may have and to provide you with more information about the benefits of ongoing financial planning.

No!

For ongoing financial planning clients who are interested in professional investment management, I offer optional investment management services as an additional service.

Yes, I am based in Milwaukee, Wisconsin, but I am able to serve clients across the United States.

Thanks to the power of technology, I can conduct virtual meetings with clients from the comfort of their own homes, regardless of where they are located. This is especially convenient for busy physicians.

I am committed to providing high-quality, personalized, and accessible services to all of my clients, no matter where they are located.

Yes, I am! I am dedicated to helping individuals and families like you achieve their financial goals and dreams.

I would be honored to work with you to help you navigate the complexities of personal finance, and to provide you with personalized, expert advice and guidance. I am passionate about what I do, and I am committed to providing you with the highest level of service, support, and value.

I look forward to the opportunity to earn your trust and to help you take control of your financial future.

As a registered independent insurance agent, I am able to provide you with access to a wide range of insurance products and solutions.

As part of my comprehensive financial planning services, I offer to help my clients implement insurance recommendations, and I will receive a commission from the insurance company for doing so. I always disclose my potential conflicts of interest upfront, and I will never recommend an insurance product or solution unless it is in your best interest.

Additionally, I offer the Long-Term Disability Insurance Check-Up as a complimentary service for physicians. This analysis is designed to help you understand your current insurance coverage, identify any gaps or inadequacies in your coverage, and provide you with clear and actionable recommendations to help you protect yourself and your family.

You can learn more about this on the Pricing page, and you are under no obligation to purchase any insurance products or solutions through me. I am happy to make introductions to other insurance professionals who also work with physicians if you prefer to work with someone else.