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Welcome to On Point FP

Specialized Planning for Physicians and Their Families.

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Together, We'll Leverage Your Finances

To Help You Live a Truly Fulfilling Life

On Point FP was designed from inception to help plan for your future, so you can spend more time with the people and passions that motivate you. As a dedicated CERTIFIED FINANCIAL PLANNER® (CFP®), I work primarily with hardworking individuals of Gen X and Y to manage their finances and reach their long-term goals. 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.