Do you want to worry less about your finances?
We can help.
Financial planning without product sales for healthcare professionals.
Why Milestones Financial, LLC?
Fiduciary— We’re an independent financial planning firm who is required to give you the best solution – not just an acceptable solution.
No Commissions— Our only form of compensation comes from our clients. We have transparent pricing with no hidden fees.
Focuses On What Matters— We are focused on providing financial planning services – not on selling unnecessary products.
Holistic— The scope of our financial planning work can go beyond providing advice on investments, taxes, and insurance. We can be your thinking partner on any big decision involving your money.
Get More for Your Money
Because we focus on serving healthcare professionals, a lot of our clients have similar concerns with their finances. This dynamic has allowed us to develop a deeper expertise of the needs of people like you. We are the financial planning specialists for healthcare professionals.
Services We Offer
Wealth Management
Gain a long-term relationship and ongoing advice with a holistic financial planner.
Limited Scope Financial Planning
Get several areas of financial planning issues addressed through a short-term project with a few scheduled meetings.
Financial Fitness Review
Get specific financial planning issue(s) addressed through one scheduled meeting.
7 Keys to Financial Independence
If you’re a healthcare professional wanting to get your finances in order, we will send you our free workbook. This workbook can help you better understand your current financial situation and can help you identify areas where you need more information.