Barbara Knoblach

I’m more than just a financial planner and Money Coach. I’m also a research scientist investigating a genetic disorder that afflicts young children.

Like many career-driven professionals, I’ve held several positions over the years and have lived in four different countries across three continents, learning to overcome language and cultural barriers along the way. These experiences have taught me to eliminate clutter from my life and focus on a few core values, such as personal integrity and financial independence.

My clients are well-educated and accomplished individuals, including busy physicians and other high-income earners who encounter unique financial challenges. Competing demands on cash flow caused by student loans, starting a family, and buying a home are common for early-career physicians. Mid-to-late career physicians often navigate complex investment, tax, and retirement planning decisions as they grow their wealth and plan for the future.

Many of my clients also enlist my support to help them attain financial freedom and begin enjoying the fruits of their labor well in advance of the traditional retirement age of 65.

I create financial plans that are both workable and specifically designed for each of my clients. The empowerment that clients experience working with me helps them build confidence and significantly improves their financial well-being. I’m most proud of the long-term relationships I’ve cultivated with my clients and seeing them achieve their personal and professional ambitions.

I am also available for speaking engagements and media inquiries.