The Psychology Behind Your Net Worth
With a Master’s in Psychology, I understand that real financial change doesn't start with a spreadsheet—it starts with your behavior. For healthcare professionals, the stress of student loans and chaotic schedules often leads to reactive spending. Our method bridges the gap between behavioral science and wealth management, providing the structure needed to track progress and transform habits.
By mastering behavioral tracking, I was able to pay off my own debt, save over $150k before turning 30, and fund the life I actually wanted to live. Now, I help residents and practitioners build that same strong foundation. We focus on the fundamentals of personal finance so you can stop putting your future on a credit card and start planning for a retirement that is as rewarding as your career.
Our Psychology backed Solution
Foundation: The Master Setup
We don't just hand you a blank spreadsheet and wish you luck. In our first meeting, we log in together. I share my screen, ask the right questions, and custom-build your entire financial baseline using your actual numbers. You leave Day 1 with a crystal-clear, functional system.
Strategy: The Dollar Charting Protocol
Over the next four months (Days 1, 30, 60, 90, and 120), we meet for comprehensive strategy reviews. We will cover everything from executing your "Month-End Close" and capturing unspent money to reverse-engineering your exact retirement number. Take the guesswork out of your next move. You will receive a customized, step-by-step order of operations tailored to your specific situation. You will know exactly how to balance building your 3-month emergency fund, maximizing your employer match, and aggressively tackling student loans and high-interest debt.
Mindset: Applied Behavioral Psychology
We tackle the root cause of your financial stress. Using proven behavioral science—from forward-planning techniques to the psychology of patience and grit—we reprogram how you interact with your money. We build systems that don't rely on willpower, ensuring your new habits are permanent.
Accountability: "Finance Friday" Check-Ins
You are never left on an island. Between our major meetings, you get direct messaging access to me for our "Finance Friday" check-ins. We will ensure your system is running smoothly, celebrate your wins, and troubleshoot any roadblocks in real time.
The Behavioral Wealth 1:1
Coaching Program
A premium psychology-backed system to kill financial anxiety and give you a spend-with-confidence plan.
- A custom-built tracking system made from scratch using your real numbers.
- 120 Days of Comprehensive 1:1 Coaching across 5 deep-dive strategy sessions.
- Direct "Finance Friday" Check-Ins for real-time accountability, troubleshooting, and behavioral reinforcement between meetings.
- Your Customized Dollar Charting Protocol provides a crystal-clear order of operations for tackling debt, building an emergency buffer, and maximizing your retirement savings.
- Anxiety-Free Graduation with the permanent tools, worksheets, and mindset needed to manage your wealth on autopilot.
Satisfaction Guarantee: If you’re not happy with the outcome, you get 100% of your money back.
Want to master your money at your own pace?
Download the tools, or join the waitlist for the full self-paced blueprint.