The Problem

As a Practice Associate, you likely completed five to seven years of advanced schooling for your professional degree, with your lifestyle on hold and accumulating substantial debt along the way.

Despite earning a respectable income upon entering the workforce, we’ve discovered that many associates face financial challenges such as how to:

Navigating these financial situations simultaneously without a map and the proper guidance typically leads to added stress and frustration in both your personal and professional life and sometimes even complete burnout.

Through our years of successfully working with Private Practice Owners in various healthcare industries, we have discovered that their Practice Associates also have unique financial challenges and goals, so we built a suite of financial services tailored specifically to their needs.

Developed by experienced financial advisors with extensive knowledge of the healthcare landscape, our financial planning system is the roadmap you need to manage debt, optimize taxes, establish savings goals and habits, and make sound investment choices as you build wealth for a stable and secure financial future for your family.

Our Approach is Different Because That is What You need!

FINANCIAL INDEPENDENCE IS ON THE HORIZON

Start with a financial plan that is tailored to your needs as an associate. The trap is thinking that traditional financial planning will suffice. Don’t fall for it! You are not like everyone else.  Get a plan built for specifically for your unique needs!

Now it’s time to put your plan to work! Your advisor will help you implement your plan and keep you on track toward your financial goals by providing continual expert guidance throughout the year and renovating your plan annually to keep it up to date.