Medical Professionals

Empowering Individuals To Achieve Greater Financial Freedom

Medical Professionals

You are not like anyone else. That’s because you are a medical professional. By the time you are 33, you face challenges most individuals will never experience.


Here are three things, we find, that can significantly change your life when you fully understand how to handle and take advantage of what many consider a challenge:

Unique Retirement Planning Strategies
High Debt
Burn Out

These challenges are not limited to serving people who don’t want to listen, or who think they know better than you, but extend to your financial and personal well-being. Very few people know what it’s like, let alone how to handle leaving your educational program with $250,000+ of debt to begin paying it off while only being paid $40,000 to $60,000 a year.


Sonoma-Mendocino-Lake Medical Association Business Partner

Video Resources
Financial Therapy: 403(b) Plans

Financial Therapy Disability Insurance

Financial Therapy: Planning your Trustee

Are you looking to work with someone

who understands your unique needs?

Russell Van Sistine, CFP®

Principal Advisor

Russell likes to help people. The greatest satisfaction is knowing you did everything you could to support people and make a difference in their life.

Ready to Get Started?

Schedule a meeting today for a complimentary consultation