Financial Planning for Healthcare Workers
A clear path to paying down debt, saving for financial freedom, and enjoying today.
The Live + Give Difference
Credentialed
Work with a CERTIFIED FINANCIAL PLANNER® - a qualification with experience, education, examination, and ethical requirements covering 72 areas of financial expertise.
Meet Sara
Dynamic
We work with our clients to envision their great life then create custom strategies to realize those goals. We’re not just planning for retirement, but accelerating those dreams to today.
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Fiduciary
We maintain your interests above our own. We're dedicated to transparency and leaving the world better than we found it, one financial interaction at a time.
About Us
Cost Efficient
You’ve worked hard for your money. Our fees are driven by the amount of work we do, not your account balances. We focus on low-cost investments, tax savings, and transparent fees.
Services
Flat Fee Financial Planning
We are a financial planning firm with no asset minimums. We work with professionals and families primarily working in healthcare all across the US. With a focus on assessing and improving each aspect of financial health, our clients are empowered with actionable next steps so their hard-earned dollars are working hardest for them.
Financial Advice For Healthcare Workers
