Broker Check
Contact Us Schedule a Call

Blog

Welcome to My Corner of the Internet

Hello and welcome!

I’m so glad you’re here. If you’ve ever felt like your financial life is just something that happens to you, rather than a powerful tool you can use to build the life you truly want, you’re in the right place.

My professional background is in helping successful professionals navigate their financial lives, but my true passion is helping people—just like you—use their money to design a life they absolutely love.

In my years of working with clients, I've seen a lot of financial journeys. The path for doctors and dentists, for instance, is often very different from other professions, with years of schooling and delayed income. This can make the idea of financial planning feel overwhelming, or like something to put off until later. The same goes for parents trying to juggle careers, family life, and financial stress. But what I've found is that no matter where you are in your journey, the key is to take control and make your money work for you, not the other way around.

That's the core of what you'll find here. This isn’t a space for get-rich-quick schemes or boring lectures on budgeting. Instead, we’ll explore how to align your finances with your deepest values and aspirations. We’ll talk about things like:

  • Understanding your money mindset. Our relationship with money starts young, and those early experiences shape our attitudes and beliefs. We'll explore how to cultivate a positive money mindset that reduces stress and encourages healthy habits.

  • Planning like a pessimist, but dreaming like an optimist. We’ll discuss how to balance cautious financial planning—like building an emergency fund and managing debt—with ambitious, visionary goals.

  • Making your business work for your life. For business owners, we’ll dive into strategies like the benefits of an S Corporation for tax savings and how to define your business's vision and purpose to guide your success.

  • Involving your family in your financial journey. Teaching kids about money isn't just about saving; it's about instilling values like responsibility and generosity. We'll share practical tips for making financial literacy a family affair.

My goal is to provide you with the tools and insights you need to make intentional decisions about your money, so it becomes a catalyst for the life you want. This blog is about taking control, reducing stress, and building a financial foundation that supports your dreams.

Thank you for joining me on this journey. I can't wait to share more with you!

Thursday, December 4, 2025

For most dentists, the day-to-day rhythm of patient care leaves little time for thinking about the future of the practice itself. The focus is on clinical excellence, continuing education, and providing the best possible care. Yet...

Wednesday, August 20, 2025

In my world, money isn't just about numbers and spreadsheets. It's a tool, a resource you can use to build a life you love. But a truly fulfilling life, the one you've designed on your own terms, requires more than just a fat bank...

Tuesday, August 12, 2025

Planning a career change can feel like a huge leap, especially for doctors and dentists who've spent so much time and money on their education. But it's also a reality that many medical professionals are facing today. A recent survey...

Wednesday, July 30, 2025

"What is your money for?" It's a question I often ask, and it gets right to the heart of what I help people do: use their money to design the ideal life. Financial security and comfortable living are incredibly important, but if...

Thursday, July 24, 2025

The "One Big Beautiful Bill Act" (OBBBA), signed into law on July 4, 2025, isn't just a legislative change; it's a profound opportunity to reshape your financial future and design the life you truly envision. As someone who believes...

Show All

Tuesday, June 24, 2025

Feeling like something’s missing—even with a successful practice and a good life on paper? Discover how happiness, meaning, and growth all play a role in your planning. Let’s build a life that’s more than just “fine.”

Thursday, May 8, 2025

Every year, Warren Buffett grabs headlines during Berkshire Hathaway's Annual Shareholder Meeting. But the 2025 meeting wasn't just another market recap. The 94-year-old "Oracle of Omaha" surprised everyone by announcing he's asking...

Monday, March 31, 2025

Aligning Your Career and Wealth with Your Values Doctors and dentists change people's lives every day. Their valuable skillsets and high earning potential also provide these healthcare professionals with unique opportunities to give...

Wednesday, March 5, 2025

Much like the arrival of spring, retirement can be a time of fresh starts and new beginnings. Navigating this major life transition can also give retirees an opportunity to "spring clean" more than just our overstuffed closets and...

Wednesday, February 26, 2025

Doctors and dentists change people's lives every day. Their valuable skillsets and high earning potential also provide these healthcare professionals with unique opportunities to give back. An intentional giving plan that aligns your...

Monday, February 24, 2025

In the dynamic world of personal and professional growth, striking a balance between cautious planning and ambitious dreaming can be the key to sustainable success. This concept, often summarized as "planning like a pessimist and...

Friday, February 21, 2025

In the dynamic world of business, having a clear vision, mission, and purpose is not just a luxury—it's a necessity. These elements serve as the foundation upon which successful businesses are built, guiding decision-making, inspiring...

Wednesday, February 19, 2025

As a doctor or dentist, your financial journey often looks different from that of your friends and family who aren't in healthcare. While many people in their early 20s are starting their careers or getting married, you might still be...

Tuesday, February 18, 2025

Optimize Your Business Potential: The Benefits of Filing as an S Corporation As a small business owner, choosing the right business structure can significantly impact your financial health and operational efficiency. One popular option...

Tuesday, February 11, 2025

Key Questions and Financial Documents to Review When Buying a Dental Practice Buying a dental practice is a significant investment that requires careful consideration and thorough research. Whether you're a first-time buyer or an...

Thursday, February 6, 2025

Navigating the complexities of dental insurance negotiations and considering a fee-for-service model can be daunting. However, with the right strategies, you can improve your practice's revenue and maintain high standards of patient...

Monday, February 3, 2025

Introducing the Balanced Wealth Blueprint: Explore Various Financial Strategies for Your Financial Goals We are excited to introduce our new financial planning process, the Balanced Wealth Blueprint. This innovative approach is...

Thursday, January 30, 2025

Bridging the Gap: How Spouses with Different Money Mindsets Can Thrive Together Money can be a tricky topic for couples, especially when each partner has a different approach to finances. One might be a saver, while the other is a...

Thursday, January 23, 2025

Hospitality vs. Service: Elevating Your Practice In the world of customer interactions, the terms "hospitality" and "service" are often used interchangeably. However, they represent distinct concepts that, when understood and...

Friday, January 17, 2025

Did you know that only 21 states in the U.S. require high school students to take a course in personal finance[1]? This statistic highlights a significant gap in financial education, emphasizing the importance of parents stepping in to...

Friday, January 10, 2025

The Importance and Process of Setting Up a 401(k) for a Small Business in 2025 As a small business owner, offering a 401(k) plan can be a game-changer for both your employees and your business. With the new provisions from the SECURE...

Wednesday, January 8, 2025

Want to accelerate your path to financial freedom? As a dentist, you're already in a high-income profession, but are you maximizing your earning potential and strategically investing for the future? Enter the "Wealth Building Day" – a...

Wednesday, January 8, 2025

Let's be real, talking about money can sometimes feel, well, kinda stuffy. 💵 But here's the thing: it doesn't have to be! At NaviPath, we believe that financial planning is about way more than just numbers. It's about understanding...

Monday, December 30, 2024

You've been going through the motions, feeling like you're on autopilot. There's a nagging sense of unease, a lack of fulfillment that no amount of busyness seems to quell. This is more common than you think, and it's not just...

Thursday, December 19, 2024

Ed Slott, a renowned IRA and tax expert, recently shared some contrarian year-end tax planning advice in ThinkAdvisor. Instead of focusing on what clients should do, he highlighted what they shouldn't do, especially when it comes to...

Tuesday, December 17, 2024

NaviPath’s 2024 End of Year Tax Update: Navigating the Complex Tax Landscape As we approach the end of 2024, NaviPath is pleased to present our annual year-end tax planning guide. This guide aims to provide valuable insights and...

Sunday, December 15, 2024

Behavioral biases are systematic errors in thinking that can influence our financial decisions. These biases are often rooted in our emotions and psychology, and they can lead us to make irrational choices that can harm our financial...

Tuesday, December 10, 2024

Investing for the Future: Stocks vs. Real Estate vs. Taxable Investment Accounts When it comes to planning for your financial future, there are many different investment options available.1 Three of the most popular choices are stocks...

Wednesday, December 4, 2024

So, you're considering adding a shiny new vehicle to your business? Using your S Corp to buy a car can have some perks, but it's not as simple as driving off the lot with a tax deduction. Let's dive into the details and help you make...

Tuesday, November 26, 2024

It's tradition for many families to go around the Thanksgiving dinner table and have each guest say what they're thankful for. This year, why not start a new tradition and use that spirit of gratitude to guide your family towards some...

Tuesday, November 19, 2024

Planning for 2025? Get ready for higher retirement contribution limits and adjusted tax brackets! You can now save more in your 401(k) and IRA, but it's also crucial to understand the new tax rates to optimize your financial strategy. St

Monday, February 12, 2024

The Best of Days, The Worst of Times A Paradox of the Human Experience The human experience is full of paradoxes. One of the most striking is that the best of times often occurs during the worst of times. This is certainly true when it...

Thursday, September 29, 2022

NaviPath's mission is to help client's Navigate their Path to a successful retirement. The following retirement guide is based off years of experience and thousands of hours of client interactions to help you make the best possible...

Wednesday, September 21, 2022

Calling all dentists! We are a proud sponsor of the America's Tooth Fairy 4th Annual Golf Tournament on November 9th at Pine Island CC in Charlotte, NC. You can participate as a player or sponsor and all proceeds go to support...

Wednesday, August 3, 2022

How is the NaviPath team different? Why we are passionate about help clients with all their financial needs and concerns?

Friday, July 15, 2022

Exciting news from NaviPath!! Our team is growing and we are expanding our skill set to provide even more value to our clients. Join us in welcoming @Logan Schwartz. Reach out to us if you would like to learn more about how our team...

Friday, July 15, 2022

Are you concerned or currently struggling to retain and recruit quality employees? Have the increased salaries put a dent into your bottom line? Are you ready to learn some best practices to implement today? Here is the replay of the...

Thursday, April 21, 2022

Have you thought about getting your financial house in order but it feels overwhelming? You are not alone. Take some steps to get started today!

Wednesday, April 20, 2022

you want to learn how to control your financial life? Do you like learning how other women have learned to be financially fearless? Do you like wine, specialty cocktails, and hors d'oeuvres? RSVP Today to awiseman@rfgadvisory.com We...

Tuesday, April 19, 2022

NaviPath Financial was created to provide financial education to business owners and high income individuals. Financial planners can help you make more informed decisions and avoid bad ones. Listen to Ryan Whitley and Brian Swilling,...