Seeking Rare Air

Holistic Financial Planning in Service of Your Most Fulfilled Self

Serving Physicians, Advanced Practice Providers, and All Those Seeking Rare Air

Who We Work With

Doctors

Physicians

Tailored financial advice and guidance at every stage of your medical career.

Nurses

Nurses & APPs

Helping nurses, NPs, PAs, and other medical professionals achieve their goals.

Young Professional 2

Young Professionals

Intentionally building habits and momentum to support your financial future.

Elderly man and woman smiling with professional woman

Retirement Planning

Clarity and confidence for your next chapter — no matter your age or timeline.

Our Planning Pillars

✅ Personalized & Goal-Based

🧠 Behavioral-Driven Decision Making

🛠 Action Oriented

🤝 Clear and Transparent Plans

📊 Integrated Across Your Financial Life

🔁 Ongoing Partnership

Schedule and Introductory Call

Develop Your Custom Roadmap

Start Building Your Most Fulfilled Life