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Business Exit Strategies: Maximizing Value and Minimizing Tax Impact
For business owners, your exit strategy isn't just a financial transaction—it's the culmination of years of work and the foundation ...
Retirement Planning for High-Income Professionals: Strategies Beyond the 401(k)
For physicians and business owners, traditional retirement planning advice falls woefully short. High-income professionals face unique challenges requiring more sophisticated ...
Gaining Financial Clarity: Why Most Professionals Are Missing Critical Opportunities
For successful physicians and business owners, financial complexity grows alongside professional achievement. As your career advances, the scattered approach to ...
Beyond Tax Season: Year-Round Strategies for Tax-Efficient Wealth Building
For most high-income professionals, tax planning happens in a frantic rush each spring. But what if there's a better approach? ...
My passion for business coaching stems from my own experience as an independent entrepreneur. My coaching journey has deep roots in my personal business path.My journey as a wealth strategist began with my own experience as an entrepreneur — and deepened through life alongside my husband, a physician. I’ve seen firsthand the financial complexities medical professionals face, and I help clients create strategies that support both their careers and their families.