A Different Kind of Financial Planning and Wealth Management
At Dr. Jeff Finance, financial planning isn’t just about wealth—it’s about well-being.
I help people feel clear, confident, and in control of their financial lives, so they can focus on what truly matters.
Blending medical precision with financial insight, I bring the perspective of both a physician and a CFP® to offer a deeply personalized, education-forward approach. I am committed to placing your best interests ahead of my own, and your most important financial questions will be addressed every step of the way. You’ll get more than a plan—you’ll get a trusted partner who listens closely, explains patiently, and helps you align your money with your values, goals, and dreams.
Whether you're working toward an immediate financial goal, seeking personalized guidance for specific needs, or building a long-term plan for your future, I’m here to guide you every step of the way.
I help clients chart a path to financial independence—and beyond—while continuing to live a rich, meaningful life along the way. Because the goal isn’t just freedom from work. It’s freedom to live well.
It’s time for your financial check-up with Dr. Jeff
Wondering “When can I retire?” “How much can I safely spend?” “Am I saving enough?”
When can I stop working?
Will I run out of money?
How do I balance saving and spending?
Should I buy or rent?
How much do I need to retire?
Traditional or Roth?
How do I maximize Social Security benefits?
Am I taking too much risk?
How can I reduce my taxes?
How should I invest?
How do I transition from saving to spending?
Should I refinance?
How should I manage my debt?
Do I need long-term care insurance?
Should I choose Medicare or Medicare Advantage?
Do I need a Medigap plan?
How do I pay for college?
Should I perform Roth conversions?
How much life insurance do I need?
How do I navigate divorce?
How can I retire early?
How do I protect my assets?
Do I need an estate plan?
How should I set up my emergency fund?
How do I create a financial plan?
Are active investments worth the fees?
How do I best diversity?
Will I have too much money at the end?
How do I best pass along my legacy?
Should I have a will and/or trust?
How can I stay busy in retirement?
How do I navigate healthcare decisions?
How can I live a great life and not run out of money?
What investment products/strategies should I avoid?
How do I choose a financial advisor?
Am I paying too much for my current financial advisor?
How much can I safely spend?
When can I afford to retire?
What is IRMAA?
How do I navigate the loss of a spouse?
When can I stop working? Will I run out of money? How do I balance saving and spending? Should I buy or rent? How much do I need to retire? Traditional or Roth? How do I maximize Social Security benefits? Am I taking too much risk? How can I reduce my taxes? How should I invest? How do I transition from saving to spending? Should I refinance? How should I manage my debt? Do I need long-term care insurance? Should I choose Medicare or Medicare Advantage? Do I need a Medigap plan? How do I pay for college? Should I perform Roth conversions? How much life insurance do I need? How do I navigate divorce? How can I retire early? How do I protect my assets? Do I need an estate plan? How should I set up my emergency fund? How do I create a financial plan? Are active investments worth the fees? How do I best diversity? Will I have too much money at the end? How do I best pass along my legacy? Should I have a will and/or trust? How can I stay busy in retirement? How do I navigate healthcare decisions? How can I live a great life and not run out of money? What investment products/strategies should I avoid? How do I choose a financial advisor? Am I paying too much for my current financial advisor? How much can I safely spend? When can I afford to retire? What is IRMAA? How do I navigate the loss of a spouse?
Comprehensive Financial Planning
Investment & Wealth Management
Retirement Readiness & Income Strategies
Cash Flow & Budget Optimization
Legacy & Estate Coordination
Ongoing Plan Monitoring & Adjustments
Risk Management & Insurance Analysis
Tax Strategy & Planning
Health Care Planning
Education Planning
Charitable Giving Strategies
Real Estate Planning and Analysis
Coaching & Decision Support
Limited Scope Projects
… and more
Services Personalized to Your Life
I offer flexible, high-quality financial planning services tailored to your needs—whether you're looking for help with a specific financial goal or seeking a long-term partner to manage and guide your financial life.
Your financial life is unique. Your plan should be too.
Let’s talk. Schedule a free consultation to explore your goals and see how I can help.
Why Work with Dr. Jeff Finance?
A CFP® professional held to the highest educational, ethical, and fiduciary standards
A doctor’s training in listening, precision, and problem-solving
An educator’s passion for explaining things clearly and patiently
A human being who genuinely wants to help people
A solo advisor—independent, with no corporate agenda shaping our relationship
Supported by the security, technology and global resources and capabilities of Charles Schwab as custodian
Thoughtful, high-quality financial advice at a fair, reasonable price
A transparent flat-fee structure—no investment commissions*, hidden incentives, or surprises
Let’s Begin With A Conversation
Whether you’re planning for retirement, rethinking your investments, or just want to feel more confident about your finances—let’s talk.