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A fee-only financial planning firm

Establish, Scale, &
Sustain Your Own
Financial Independence

Begin Your Journey

Scaling Independence Was Created

for forward-looking individuals to invest in their future with proper tax planning and wealth management.

Mitch, the 20 something
embrace your ambition
Mary, 29
resident physician
Frank and Nisha, mid 30′s
Multi-Income Streams
Scott and Amy, early 30′s
careers in transition
Stan, 52
the second act
Mitch’s career is off and running. He has been contributing to his company’s 401k, but his recent promotion presents him with more options. He has lofty career ambitions and wants to discuss options for his excess cash flow. Is there a better way to save for his ambitions?
This Is Me
Mary is finishing her last year of residency and interviewing for positions. Her first love is not finances, but realizes they are becoming a larger part of her life. She wants to create a financial plan to get her career off in the right direction and values minimal ongoing legwork.
This Is Me
Frank is an attending physician at a local university hospital while Nisha is an associate professor at the cross-town rival university. They seemed to have their financial life down. However, Frank recently accepted a board position for medical device start up among other business pursuits. Nisha speaking circuit requests are beginning to heat up. They are looking for a technical financial planner to coordinate all of the moving pieces.
This Is Me
Scott is a developer for a Fortune 500 company. Amy just landed an in-house counsel position at a large insurance firm after spending the last 5 years in insurance defense for a large private practice. While Amy is enjoying the stability of her new corporate position, Scott is considering exploring his entrepreneurial aspirations.
This Is Me
After 30 years in the corporate world Stan isn’t ready for traditional retirement, but he is looking to transition out of the 9 to 5 grind. He is contemplating his next career move and is looking for guidance on how to depart from his current position to start anew.
This Is Me

Example Client Personas

mitch

Mitch, the 20 something
embrace your ambition
Mitch’s career is off and running. He has been contributing to his company’s 401k, but his recent promotion presents him with more options. He has lofty career ambitions and wants to discuss options for his excess cash flow. Is there a better way to save for his ambitions?
This Is Me

MARY, 29
resident physician
Mary is finishing her last year of residency and interviewing for positions. Her first love is not finances, but realizes they are becoming a larger part of her life. She wants to create a financial plan to get her career off in the right direction and values minimal ongoing legwork.
This Is Me

Frank and Nisha, MID 30′S
Multi-Income Streams
Frank is an attending physician at a local university hospital while Nisha is an associate professor at the cross-town rival university. They seemed to have their financial life down. However, Frank recently accepted a board position for medical device start up among other business pursuits. Nisha speaking circuit requests are beginning to heat up. They are looking for a technical financial planner to coordinate all of the moving pieces.
This Is Me

SCOTT AND AMY, EARLY 30′S
careers in transition
Scott is a developer for a Fortune 500 company. Amy just landed an in-house counsel position at a large insurance firm after spending the last 5 years in insurance defense for a large private practice. While Amy is enjoying the stability of her new corporate position, Scott is considering exploring his entrepreneurial aspirations.
This Is Me

Stan, 52
the second act
After 30 years in the corporate world Stan isn’t ready for traditional retirement, but he is looking to transition out of the 9 to 5 grind. He is contemplating his next career move and is looking for guidance on how to depart from his current position to start anew.
This Is Me

Our clients’ largest asset
is often their future income stream(s).

How We Work

Strategize

Build a game plan. Having a strategic plan in place is crucial to success. Your career, finances, and retirement are all interconnected and require a well-designed plan for success.

Support

While you are focused on the task at hand we are focused three and four steps down the road. We make sure you take advantage of opportunities as they arise and avoid the potential pitfalls in the future.

Simplify

In our modern world there are an exceeding number of drains on our time and more importantly our mental capabilities. Relieve the stress and “to do list” burden associated with personal finance.

Scale

Turn your baseline financial security into sustainable income streams to achieve financial independence. This will take strategic thought, delayed gratification, and time. Together we can get there.

Personal


Collaborate with a CERTIFIED FINANCIAL PLANNER who will provide personalized guidance to give you a higher level of financial clarity and comfort.

Automate


Be a prudent investor by automating your investments and taking the emotions out of the financial markets.

Flexible


Whether it’s a screen-sharing session from Singapore or an evening meeting at my office we fit into your busy schedule.

No Minimums


The financial planning profession should not exclude individuals with illiquid assets or folks that are building their net worth. Therefore, we have no asset minimum.

Fiduciary


We are obligated to put your interest before our interest or anyone else. You will receive unbiased advice of the highest integrity.

Transparent


We receive no commissions, kickbacks, trails, or roundtable vacations. All of our fees are simply stated and only paid by our clients.

Your Dollars


Assets managed by Scaling Independence will be secured at Pershing, a BNY Melon Company. Pershing is one of the oldest and well-known custodians.

Work, save, retire, is no longer
the status quo. Do more.