Welcome to On Point FP
As a Physician, You Worked Hard to Get Where You Are
Let's Make Sure You Have the Life You Deserve
What You Get:
- Time - After putting in long hours at the hospital, spend time doing what you love, not worrying about finances.
- Align all your financial choices with your most important goals and deeply held values.
- Get your entire financial house in order and keep it that way forever.
- A leader to coordinate your financial team.
- Confidence you are best positioned to succeed even if markets are volatile.
On Point FP was designed from inception to help physicians plan for the future, so you can spend more time with the people and passions that motivate you. As a dedicated CERTIFIED FINANCIAL PLANNERTM (CFP®), based in Austin, Texas, I offer a range of financial life planning and investment management services to those seeking personalized guidance.
Here’s What It Means To Work Together:
Genuine Connections
I believe it is my ethical duty to understand a client’s values before giving any advice. Instead of using questionnaires about abstract goals, I take the time to truly get to know and understand what is most important to each client through meaningful conversations.
Fee-Only Structure
As a fee-only fiduciary, I have a responsibility to act in my client’s best interest. I do not accept any fees or compensation based on product sales and being fee-only allows me to reduce conflicts of interest and provide more comprehensive advice.
Specialized Planning
As you progress through life, and advance in your career, your financial planning needs change. From Medical Resident to experienced Attending Physician, I tailor my advice to the specific needs of my clients and how to properly address their objectives.
As Life Happens, You Should Feel Confident
In the Changes Taking Place
Personally and financially, your life deserves balance. You continuously work hard to achieve the goals you and your family have in mind, and I’ll work with you to navigate the complexities. From student loans to starting a family, understanding your benefits and transitioning to a new career, we’ll determine your needs and how to best approach them.
