MoneyPlan
Why work with me?
I Understand the Health Sector Inside Out
You’ve dedicated your career to caring for others — whether it’s in a clinic, a hospital, or your own practice. But behind the scenes, I know the financial challenges you face can be just as intense as the work you do.
I’ve been there.
I’ve worked in the health sector for many years, side-by-side with doctors, dentists, nurses, and practice owners. I’ve seen first-hand the unique pressures of:
Long and unpredictable hours
Complex income structures
(public/private practice, locums, partnerships)
High student debt and ongoing professional training costs
The financial risks and rewards of owning or buying a practice
Balancing family life with demanding careers
Preparing for retirement without losing sight of today’s needs
You’re not just another client.
Many of my clients are health professionals — from new graduates to experienced specialists — and I’ve helped them create financial plans that work for their busy, unpredictable lifestyles. My approach is built around:
Clarity
Cutting through the complexity of multiple income sources and tax structures
Protection
Making sure your hard-earned income is safeguarded from risks
Growth
Smart investing that matches your goals and time constraints
Balance
Ensuring you can enjoy life now while still building long-term security
You care for others every day. Let me take care of your financial health.
How does it work?
FLOW is my 4-step process that helps you move from uncertainty to clarity with a plan that fits your life.
FIRST CHAT
LET'S BEGIN
Book a free session to see if we’re the right fit.
When you're ready to move forward, you’ll subscribe.
OUTLINE YOUR PLAN
We’ll design a custom plan Delivered in three strategic sessions.
WALK TOGETHER
Through monthly check-ins, I’ll help you stay on track.
Ready to FLOW ?
What clients say
Real feedback from professionals, families, and business owners I’ve had the privilege to work with.
Very kind, dedicated, professional, and reassuring. Great advice, especially for financial novices
Nadav
Health Professional
Luis is knowledgeable and helpful, showing ways and tools to improve both business and personal finances.
Chris
Small Business Owner
Trustworthy, empathetic, approachable, and reassuring. We appreciate seeing all the possibilities within our budget.
Marcela & Oscar
Young Professionals
I feel that Luis always has my best interest in mind and tailors advice to my circumstances.
Laura
Health Professional
Clear explanations that made complex concepts simple, and gave us the confidence to invest on our own.