We understand that managing money, balancing your career, and growing a business is hard. That's why we're here.
How much of each adjustment are you truly keeping?
Let’s fine-tune your finances so more of it ends up in your pocket.
Does your practice feel like it’s running you instead of the other way around?
Let’s work together to unlock the flexibility you deserve.
Are you balancing living for today with preparing for tomorrow?
You deserve a life that feels good now and secure later—we can help you get there.
Are your debts weighing you down?
We’ll create a plan to tackle them and set you on the path to growing your wealth.
What’s your next move when life changes suddenly?
Whether it’s a big purchase, a sudden expense, or life-changing news, we’ll help you face it with confidence.
Is your tax strategy aligned with your overall financial plan?
We’ll connect the dots so your taxes, cash flow, and goals all work in harmony.
Money alone doesn’t solve all of life's problems.
It’s how you apply it intelligently.
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Client Testimonials

“My financial situation was overwhelming before I met Scott. I had a massive amount of student debt when I was fresh out of graduating school, but Scott helped me to not only take control of my debt but also plan for my future while living my life”

“We have really seen our financial situation turn around since we have started working with Scott. Through his guidance and the implementation of Profit First into our practice, we were able to clear all our debt in about a year!”

"Scott has been an invaluable asset in helping us establish financial stability and attain our goals, both professionally and personally. Over the past 3 years, his guidance and regular check-ins have resulted in a profitable practice and the confidence that we’re on the right path towards our long-term vision"

“Scott is amazing. He helped me understand my finances, plan for my future and bring consciousness to my spending. Because of his plan, I finished my student loans early, paid off a car loan, started investing and bought a house, all while keeping my condo as an investment property.”

OUR APPROACH

How we're different than the rest

Traditional

When you partner with a "big bank" advisor you can generally expect the "traditional" approach to providing financial advice.

Specialized in Chiropractors

Cash Flow & Profit Planning for your Practice

Comprehensive Financial Planning

Plan for Paying Down Debt

Regular Meetings Throughout the Year

Investment Management

Insurance

Tax Planning

Account Minimums

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The Millionaire Chiropractor Next Door - 5 Principles to Become the Next One
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how to get started

Let's work together

01
Book a Free
Initial Assessment

We can meet to go over where your finances are at, pinpoint your short-term ambitions and worries, and investigate how we can work together to attain them. If we decide we are a good match, I will put together a personalized Financial Plan of Care just for you.

Get Started
02
The Financial
Plan of Care

Our Financial Plan of Care is a straightforward look at where you are at financially and what your goals are. We can pinpoint the most significant areas to concentrate on as well as the necessary steps to take. In addition to the plan, we'll provide a proposal for investing in our planning services.

03
Experience Financial
Clarity

We are committed to helping you reach your financial objectives by engaging in productive conversations, devising a plan, and taking the necessary actions. You deserve to be financially secure and to feel calm about your finances.

Take the First Step