You Have Questions. We’ve Got Answers.

At Storybook Financial, we provide comprehensive financial planning services tailored to medical professionals. This includes guidance on income tax planning, investment management, retirement planning, risk management, and estate planning. We also offer specialized advice on managing student loans, planning for early retirement, and navigating complex compensation structures.

Medical professionals often have unique financial situations due to high earning potential, significant student loan debt, and complex compensation packages. A financial advisor who specializes in working with medical professionals can provide targeted advice and strategies to maximize wealth, minimize taxes, and secure financial futures.

As financial advisors specializing in serving accredited investors, we understand the unique opportunities and challenges that you face. We provide guidance on alternative investment strategies, risk management, tax optimization, and estate planning. We can also assist with philanthropic planning and impact investing.

Storybook Financial offers a unique approach that combines personalized financial planning with life planning. We understand the specific financial challenges and opportunities that medical professionals face. We also prioritize your life goals and values, aiming to create a financial plan that supports your desired lifestyle and aspirations.

Our team has extensive experience working with medical professionals at various stages of their careers. We understand the intricacies of the healthcare industry and the financial implications of being a medical professional. We've helped clients navigate student loans, plan for early retirement, optimize their compensation packages, and much more.

We understand the demanding schedules of medical professionals. That's why we've embraced a virtual-first approach, offering flexible meeting times including nights and weekends, and the convenience of meeting from wherever you are. Our aim is to provide efficient, yet thorough financial planning services that fit into your busy life.

We recognize that many medical professionals grapple with substantial student loan debt. We provide strategic advice to effectively manage and pay down your debt. This includes exploring loan forgiveness programs, refinancing options, and repayment strategies tailored to your specific financial situation and goals.

A fiduciary is a person or institution given the power to act on behalf of another in situations that require great trust, honesty, and loyalty. Fiduciaries are hired to act in your best interest and must set aside personal motives and conflicts of interest in favor of pursuing the best outcome for your unique situation.

Anyone can claim to be a financial planner. It’s essential to be sure of the qualifications and credentials of any “planner” or “advisor” before you pay anything or entrust them with your financial present or future. We are Certified Financial Planners®. CFP® has been the standard of excellence for financial planners for more than 30 years. Holders of the CFP® commit to the CFP Board's ethical standards that require putting the clients interest first.

Financial planning is a step-by-step approach to meeting one's financial goals. The plan acts as a guide as you go through life's journey and helps you be in control of your income, expenses, and investments. Life planning is the process of combining money with meaning. Our EVOKE® process puts you and the people you care about first. Financial Life Planning is financial planning done right, because we take the time to get to know the person and be a real fiduciary over their plan.