Broker Check


  • What does FIRE mean?

    FIRE stands for Financial Independence, Retire Early. It's a community and a lifestyle where people aim to save and invest enough money so they can retire way earlier than the traditional retirement age.

  • What does it mean to be a Fee-only financial planner?
  • Are you a fiduciary?
  • Are your financial planners certified or accredited?
  • How do you get paid?
  • Do you have to manage my investments?
  • Why focus on physicians and high-income earners?
  • What is the typical timeframe for developing a financial plan?
  • What happens if my financial situation changes during the engagement?
  • Do you prepare tax returns?