You take care of others.
Let's take care of you.
I help healthcare professionals at every stage of their career protect what you've built. Whether you're a graduating or an established specialist, I simplify the complexity of your financial life.
"She made the whole process stress-free."
— Maggie G., CAA
Who I Work With
Wherever you are in your career,
there's a plan for you.
From med school debt to financial independence.
You spent a decade becoming the best at what you do. Now let's build a financial strategy that matches your ambition — one that tackles loans, slashes your tax bill, and grows wealth that lasts.
- Student Loan Strategy (PSLF vs. Refinance)
- Tax Minimization Year-Round
- Asset & Liability Protection
- Investment Strategies for High Earners
High income. Let's make it work harder.
You're earning well — and you deserve financial guidance that actually speaks your language. From 1099 income planning to retirement accounts that maximize your earning years, we've got you.
- W-2 + 1099 Tax Optimization
- Solo 401(k) & Retirement Setup
- Disability Coverage Gaps Closed
- Building Wealth Outside Your Employer
Your practice is an asset. Let's treat it that way.
You're running a business and treating patients. We help you separate personal and practice finances, maximize retirement contributions, and plan an exit that pays off — literally.
- Practice vs. Personal Finance Split
- Cash Balance Pension Plans
- Buy-In / Buy-Out Strategy
- Practice Succession Strategies
Build a strong foundation from the start.
The financial decisions you make early in your career can have a lasting impact. Whether you're navigating student loans, evaluating benefits, choosing retirement accounts, or preparing for your first major financial milestones, we'll help you create a strategy that grows with you.
- Student Loan Strategy
- Retirement Account Optimization
- Disability & Income Protection
How I Help
You didn't go to med school for this.
That's what I'm here for.
My approach is simple: understand your whole picture, explain everything clearly, and build a plan that actually fits your life — not a textbook version of it.
Start From Where You Are
Whether you're in residency with $300K in loans or an attending who's been winging it for years — we start from your reality, not some ideal scenario. No judgment, just a real plan.
Protect What You've Built
Your income is your most valuable asset. We make sure it's protected through proper disability coverage, life insurance, and smart asset structuring — so one bad event doesn't undo years of hard work.
Grow Your Wealth Intentionally
We build investment strategies calibrated to your career stage, goals, and the unique cash flow patterns that come with a medical career. No cookie-cutter portfolios here.
Plan the Life You Actually Want
Whether that's financial independence at 50, giving back, or just knowing your kids' college is covered — we work backwards from your vision and build the roadmap to get you there.
Sound Familiar?
Common questions I help solve
You don't have to figure it out alone.
Let's Figure It Out TogetherGuardian and its subsidiaries do not issue or advise with regard to student loans.
About Jade
Hi, I'm Jade — and I actually love talking about money.
(Even the uncomfortable parts.)
I started working with healthcare professionals because I kept seeing the same pattern: incredibly talented, hardworking people who had dedicated everything to their careers — and never had the time, energy, or guidance to build a financial life that kept pace.
That's where I come in. My job is to make this simple. I'll ask the right questions, explain things in plain language, and put together a plan that actually reflects your life — not a generic template.
What I care most about is the long-term relationship. I want to be the person you call when something changes — a new job, a big decision, a question at 9pm. I'm proactive, accessible, and genuinely invested in what happens for you.
Client Stories
Don't take my word for it.
Take theirs.
"Far surpassed our expectations."
Before I was introduced to Jade, I felt a bit "all over the place." I knew where I wanted to be, but I wasn't quite sure how to get there. Jade took the time to genuinely understand me, my husband, and our goals so she could guide us effectively. She and her team didn't just present us with multiple viable options; they made sure we understood the why behind each one, which gave us so much more confidence in the decisions we made. During a major employment transition, Jade helped ensure that our life insurance, my true occupation disability insurance, and the management of my retirement accounts were all optimized. She made the entire process streamlined and stress-free. I truly can't say enough about how grateful we are for Jade and her team. She has far surpassed our expectations.
Maggie G.
CAA
Disclosure: Personal views of this client and their experience do not suggest future results. No compensation was provided.
"No judgment, just so much support."
I've been working with Jade for almost four years now, and she's truly amazing. She meets me wherever I'm at in life — no judgment, just so much support — and I always feel like she has my best interest at heart. She's so knowledgeable and really takes the time to care and plan and find products and solutions that feel comfortable and realistic for me. I've already seen real growth since working with her, and I feel so much more confident about my financial future. She's personable, brilliant, and genuinely cares — I couldn't ask for more.
Victoria G.
CAA
Disclosure: Personal views of this client and their experience do not suggest future results. No compensation was provided.
You take care of everyone else.
Let's make sure your financial life gets the same attention.
Whether you're focused on protecting your income, building wealth, preparing for retirement, or simply looking for a second opinion, let's start with a conversation about what matters most to you.
Start HereWe Talk — No Strings
Book a free 30-minute call. I'll listen, ask questions, and give you a real sense of where things stand. No pressure, no pitch.
I Review Your Whole Picture
Income, debt, insurance, investments, goals — I look at everything so nothing falls through the cracks.
You Get a Real Plan
A clear, customized strategy we build together — and stay on top of as your life changes.
The Healthcare Wealth Briefing
Practical, jargon-free financial insights designed specifically for healthcare professionals. Delivered occasionally. No fluff. No spam. Just useful ideas.
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