We understand that managing money, balancing your career, and growing a business is hard. That's why we're here.
Is your practice supporting your life—or running it?
We bring structure to your practice cash flow so income, taxes, overhead, and profit are intentional and sustainable.
Do your taxes feel planned—or stressful?
We coordinate your income, investments, and tax strategy in collaboration with your CPA so your plan stays proactive, not reactive.
Do you feel confident in how—and why—you’re invested?
We take a sensible, low-cost, evidence-based approach to investing—designed to build confidence and long-term financial freedom.
Your money should support the life you want—now and in the future.
We help align income, spending, and savings so you can enjoy today while staying confident about what’s ahead.
Protection isn’t about worst-case thinking—it’s about smart planning.
We help ensure you have the right insurance in place to protect your income, family, and long-term wealth—so your plan stays intact no matter what life brings.
You don’t need to navigate this alone.
We act as an ongoing financial partner—understanding your practice, priorities, and goals, meeting with you throughout the year to collaborate, stay accountable, and adjust as life and business evolve.
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Client Testimonials

“Working with Scott and Chris has brought us clarity and confidence through every stage—buying a home, paying down debt, and growing our practice. They care deeply, simplify complex decisions, and have helped us stay focused on building both financial security and the lifestyle we want.”

“Working with Align Wealth has completely transformed our financial situation. Through his guidance and the implementation of cash flow system in our practice, we cleared all our debt in just about a year and finally feel in control of our finances!”

"Scott and Chris have been instrumental in helping us achieve financial stability and reach our personal and professional goals. Over the past five years, his consistent guidance and proactive support have helped us build a profitable practice, giving us clarity and confidence that we're on track to realize our long-term vision."

“Working with Align Wealth has completely changed how we approach our finances and business. We went from being confused and reactive to having a clear system, paying ourselves first, and feeling confident about our path forward. Their advice is honest, practical, and tailored to what our business truly needs—not just what we want to hear. Adding Align Wealth to our team was one of the best decisions we’ve made, giving us clarity, confidence, and peace of mind as we continue to grow.”

"Scott has been the best thing for my financial health over the past four years. From buying my first home to planning for the future, he’s been a steady, honest guide. He explains things clearly, never pressures, and genuinely wants what’s best for you. Most of my chiropractic community already works with Scott—and I highly recommend reaching out if you’re looking for someone you can truly trust."

Testimonials and Success Stories are based on personal experiences and fictionalized composites created to reflect real situations; they may not be representative of all clients and do not depict any specific Align Wealth client.
OUR APPROACH

How we're different than the rest

Traditional

When partnering with a "big bank" or typical advisor, you may experience:

Generic advice lacking specialization in chiropractic practices

No structured guidance on practice cash flow or owner pay

Transactional, product-driven relationships

Reactive meetings instead of proactive planning

Limited coordination across taxes, insurance, and investments

Rigid account minimums and one-size-fits-all solutions

Running a practice
is one thing.

Building lasting financial clarity and confidence is another.
Get your Financial CLARITY Score
how to get started

Let's work together

01
Start with a Quick Intro Call

We’ll hop on a short, no-pressure call to talk through what’s on your mind—whether it’s business cash flow, personal finances, or just the feeling that you should be further ahead. If it feels like a fit, we’ll book a deeper session to start building your roadmap.

Get Started
02
Get a Financial Plan Built Around Your Life & Practice

You’ll get a personalized plan that brings structure to your finances—both in the clinic and at home. We’ll show you how to pay yourself well, reduce stress, and finally feel in control of your money. No jargon. No guessing. Just real clarity.

03
Move Forward with Confidence

Together, we’ll implement the plan over the next few months—adjusting as life and business evolve. You’ll finally have a system that supports your goals, grows with your practice, and gives your family peace of mind.

Take the First Step