Belief: Money management support doesn’t have to confusing or reserved for the elite.
Live and Give Financial is proud to be a flat-fee financial planning firm.
My purpose is to help individuals and families cast vision for the next chapter, empower them to take action toward their goals, and enjoy accountability along the way.
The whole world is vying for your wallet, and social media influencers are telling you where to spend & how to save. The problem is, their advice doesn’t take into account your unique values & circumstances.
You want to ensure you’re taking the right steps to take care of your family, and understand the long-term implications of the saving, spending, and giving decisions you make today. You would rather spend time with your family and in your community than reading endless blogs and learning about how you should be managing your finances, keeping up with tax code changes, and knowing you’re not missing big opportunities.
Working with Live and Give, we'll partner together to accelerate your family’s impact. Your interests remain the singular focus of all decisions and recommendations, always.
By focusing on the highest-impact areas of financial planning and leveraging the power of technology, I aim to provide personalized advice in places and ways the traditional financial services industry turns away from.
Mission: To help physicians effectively build wealth so they can enjoy career flexibility, sidestep burnout, and realize their long-deferred dreams.
