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Financial Planning

Here are common questions?

How much should you save for your kids college?

Is your family protected should something happen unexpectedly?

Are you saving enough?

Should you save or invest more?

We Get You Organized!

Imagine being able to pull up a dashboard to see your entire financial picture..  

How We Help


We maintain a financial dashboard that shows you your financial picture making it easy to stay organized and to fill in the gaps as needed.

 Net Worth Growth

Business so you know how much your business adds to your net worth

Retirement that shows you the net worth of your business. Although this may not be on the horizon tomorrow, putting money aside gives you the independence you deserve.

Tax Efficient Investing These days it's easy to invest, but most people have multiple accounts at multiple institutions (CD's, taxable accounts, retirement accounts) Making sure they are all coordinated can make all of the difference.


There are so many unexpected ways that you and your family can be affected financially.  Although none are great to think about you need to make sure that those protections are in place just in case.

Advantages To Working With Us

Value-Added Services

1. A CPA that has your entire financial picture.

2. You're busy, we provide a one stop shop for all of your financial needs.

Let's get to work!

Who We Help

Doctors that own their practice that need streamlined support and planning advice to achieve financial independence.

Doctors that are starting their own practice and need assistance with filings and set up.

Doctors that are independent contractors that need tax planning and preparation.