Current Client Software

Software is kind of like working with someone you enjoy.  It takes a bit of time and effort to get to know that person, but after you do, outside of an occasional tweak, you pretty much can consistently know what to expect.

Software Sites

Your financial planning and document sharing software is RightCapital. The custodian where your investments are held is TD Ameritrade. The scheduling software where you can book an appointment with Joe is Acuity. The secure payment processing software to pay Joe's flat-fee is AdvicePay.

Physician Advising Online Scheduling Calendar Acuity

Joe's Availability


Current Clients TD Ameritrade Custodian Fee Only

Your Investments


Current Clients RightCapital Financial Planning Software Fee Only

Your Financial Plan


Physician Advising Advice Pay Electronic Payment Processor Fee Only

Payment Processor


“What would you think of a doctor who didn’t consider the evidence when prescribing therapies? Why would you look at investing any differently? It has a body of evidence and peer-reviewed journals just like medicine.”
Jim Dahle, M.D.