946 Hill St,
You have spent years working and studying to be fully equipped to keep us healthy and return us to health when things go awry. We appreciate your dedication so we've done the same for your financial wellbeing.
PFP's work with medical professionals follows a process similar to your work with your patients.
Intake - we ask questions up front to have background on who you are, what you are looking to accomplish, and what resources you have available.
Diagnostic - we run financial lab work to see whether there are areas of concern in need of triage. We run tests to determine what financial path you are on. This may be a stress test on your retirement plan or an MRI on your investment portfolio.
Prescription - we make recommendations for improving your financial lifestyle as well as "medication" when appropriate to upgrade and protect your financial wellbeing.
Well visits - We check in with you regularly to ensure that any life changes are built into your financial wellness plan and to address any new concerns that appear on your financial lab work.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.