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Financial Planning for Health Professionals

Independent, Expert coaching designed for the unique demands of doctors, dentists, and other health professionals.
 

Hospital staff in hallway

Why work with me?

I Understand the Health Sector Inside Out

You’ve dedicated your career to caring for others — whether it’s in a clinic, a hospital, or your own practice. But behind the scenes, I know the financial challenges you face can be just as intense as the work you do.

I’ve been there.
I’ve worked in the health sector for many years, side-by-side with doctors, dentists, nurses, and practice owners. I’ve seen first-hand the unique pressures of:​

Long and unpredictable hours

Complex income structures

​(public/private practice, locums, partnerships)

High student debt and ongoing professional training costs

The financial risks and rewards of owning or buying a practice

Balancing family life with demanding careers

Preparing for retirement without losing sight of today’s needs

You’re not just another client.

Many of my clients are health professionals — from new graduates to experienced specialists — and I’ve helped them create financial plans that work for their busy, unpredictable lifestyles. My approach is built around:

Clarity

Cutting through the complexity of multiple income sources and tax structures

Protection

Making sure your hard-earned income is safeguarded from risks

Growth

Smart investing that matches your goals and time constraints

Balance

Ensuring you can enjoy life now while still building long-term security

You care for others every day. Let me take care of your financial health.

How does it work?

FLOW is my 4-step process that helps you move from uncertainty to clarity with a plan that fits your life.

FIRST CHAT

LET'S BEGIN

Book a free session to see if we’re the right fit

When you're ready to move forward, you’ll subscribe.

OUTLINE YOUR PLAN

We’ll design a custom plan  Delivered in three strategic sessions.

WALK TOGETHER

Through monthly check-ins, I’ll help you stay on track.

Ready to FLOW ?

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