Physicians

Take Control of Your Financial Future.

You’ve spent years pursuing education and training. Now, you’re busy healing and treating others—let us help you live the rewarding and fulfilling life you dream about.

Dream, Plan, Enjoy.

Let us partner with you to co-create and implement sustainable, long-term
plans that support your definition of success. We’ll engage in robust
discussions, whether it’s about buying a new house or paying down debt,
so you can make informed financial and life decisions.

Follow the Plan, Focus on Your Goals.

With tax-conscious, fee-only financial planning and investment management, you’ll rest easy knowing your financial trajectory is laid out before you. You’ll feel liberated from stress and worry and can focus on the things that fulfill your life. We’ll be here, every step of the way.

A TRUE PARTNERSHIP

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Thoughtful and caring advice


Sounding board for financial and life decisions

ROAD MAP TO SUCCESS

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Access to a custom tool to lay out your goals and milestones


Help with prioritizing and tracking progress towards your goals

ACCESS AT YOUR FINGERTIPS

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15-minute consults and check‑ins


Easy online scheduling

SEAMLESS COLLABORATION

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Partner with your tax preparer to implement tax deferral strategies


Build a team of professionals to support your financial and legal needs

Get our innovative white paper:

The Essential Guide to

Retirement Planning

Absolutely free - our gift to you.

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Blankinship & Foster respects your privacy, and will not sell or in any way share your information with outside parties.

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