We are a fee-only financial planning and investment management firm that helps high-stress physicians achieve a better balance between their career and personal life. Our services include financial planning, tax planning, investment management, career planning, and more. We provide real financial planning to help doctors reconfigure their finances and start enjoying their ideal life now. Our founder, Daniel P. Johnson, is a CERTIFIED FINANCIAL PLANNER professional with additional training in life planning.
Dan Johnson's clients rave about his expertise, personalized service, and trustworthy approach to financial planning.