Financial Planner and Life Coach
For Physicians and Healthcare Professionals
Schedule Meeting with a Fee-only Fiduciary Advisor
You May Find Yourself:
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Stressing / avoiding financial decisions
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Being chained by your work
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Having conflict with loved ones
Working With Us, You Will:
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Gain a personal CFO
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Take small, compounding actions
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Reduce procrastination on personal finances
Your Life's Canvas
Your life’s canvas is a collage made up of various important aspects of your life from business, to family, to personal wellness. Like any work of art, these important aspects are fluid and flow together like sections in symphony – sometimes one takes the melody and others supplement, sometimes all go silent to reach beautiful serenity, and at other times they all play together to reach a dramatic crescendo.
At Abundance Wealth Planning, our focus is to consider all aspects of your life’s canvas so that you can gain financial abundance while achieving harmony with what you want in life. I aim to be your partner in clearing the path to true happiness and freedom.
Who I Am
I have the honor of witnessing how my best friend, whom I’ve known since high school, travel the path of becoming an attorney. It took a lot of hard work and dedication to get to where he is today. Knowing a number of professionals as friends and clients, I see them profoundly impact their clients’ lives and enjoy the financial rewards they receive. I also get to be part of the journey as they go through major mindset and life transitions that helped them become successful with their own firms and in their own lives.
Working with professionals, I get to be a catalyst of their career and live’s evolution. Having achieved career and financial success, my clients already worked hard to get to where they are and have endured high stress that challenged their physical and emotional stamina. They are now looking for more, in life as well as in their businesses. As thinking partners, we work together to seize opportunities and to explore the many possibilities for abundance. I am very passionate about supporting my clients and cheering them on.
MY CERTIFICATIONS AND MEMBERSHIPS
- CERTIFIED FINANCIAL PLANNER Learn more
- Certified Management Accountant Learn more
- Certified Grief Recovery Specialist Learn more
- Member of Motivational Interviewing Network of Trainers Learn more
- Member of Collaborative Practice Learn more
- Practitioner of Non-Violent Communication / Mediator
- Board Member of SF Chapter Financial Planning Association Learn more
- UC Berkeley Undergrad & Yale School of Management
- Senior Director of Finance at a Public Semiconductor Company
Services
Here are some of the services we offer. Depending on client’s individual situation, we will co-create a plan of activities.
Figuring out where you are
Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term.
Starting you on your way
Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.
Making decisions on your own
Beyond our in-depth advice, we cultivate your resiliency regardless of the economy and awareness to identify and take advantage of opportunities as they arise.
Evolving your future goals
Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions. Financial and life planning is always evolving to support changes in your life.
Figuring out where you are
Uncover current challenges, opportunities, beliefs, and personal financial statements. Identify your desired outcomes for your business, your life, your family and your finances both short term and long term.
Evolving your future goals
Monitor progress, revisit goals, and incorporate new life experiences to develop new trajectories and corresponding actions. Financial and life planning is always evolving to support changes in your life.
Starting you on your way
Take immediate actions that put you on the path to achieve your goals, from advising changes in your personal and business finances to helping with grief and family communication.
Making decisions on your own
Beyond our in-depth advice, we cultivate your resiliency regardless of the economy and awareness to identify and take advantage of opportunities as they arise.