https://www.differentialplanning.com/home daily 1.0 2026-03-13 https://images.squarespace-cdn.com/content/v1/6071c5f928a97d71d366c036/1e87a55c-c82f-4fa7-a1bc-a646c396e9f0/PXL_20220709_002430626.PORTRAIT.jpg Home https://www.differentialplanning.com/about daily 0.75 2021-04-20 https://images.squarespace-cdn.com/content/v1/6071c5f928a97d71d366c036/1618934996960-68BMFZV82YD0BWSG2N2U/CTJ+Portrait+V3.jpeg About - After almost a decade working in institutional asset management (during which I became a CFA® charterholder), I got tired of making money for big corporations. I have always had a passion for personal finance, and spent time advising family and friends on the topic since college. At the same time, as I helped my wife, Claire, with her transition from medical school to family medicine residency and recently to her first position as an attending, I realized how many complex decisions early career physicians face and how little guidance they receive. So, I decided to start Differential Planning to help physicians navigate these decisions and improve their financial wellness. When explaining a concept from finance, I’ve often found myself using medical analogies. Just as in medicine you develop a differential diagnosis before putting together a plan, I take the time to evaluate your financial health before building a financial plan. Taking a history is important in putting together your differential; likewise, listening to you is a critical step for me in understanding your financial situation. Just as you work to guide your patients through a complex system, I will work with you as my client to guide you through the complexities of personal finance. https://www.differentialplanning.com/our-services daily 0.75 2021-04-20 https://www.differentialplanning.com/contact-us daily 0.75 2022-01-30 https://www.differentialplanning.com/disclaimer daily 0.75 2025-12-30