Confidence. Clarity. Alignment.
Financial & Business Planning
Professional Investment Management
Long-Term Guidance Tailored to Chiropractors
We help chiropractors bring clarity and structure to their finances—so they can make confident decisions, reduce stress, and move forward with purpose.
Practice cash flow & profitability
Paying yourself properly (salary/dividends)
Quarterly profit planning
Tax-aware business decisions
Debt & overhead optimization
Ongoing oversight for your practices financials
Clarifying what money is for
Short-, medium-, and long-term goals
Personal cash flow & savings strategy
Emergency fund & debt planning
Insurance & risk protection
Staying organized and on track
Portfolio design & ongoing management
Investment education & guidance
Personal tax planning & tax-efficient investing
Retirement & long-term planning
Tracking progress over time
We start with a short intro call to ensure there’s a mutual fit. If we’re aligned, we’ll book a deeper Discovery Meeting to understand your full financial picture—what’s working, what’s creating friction, and where the biggest opportunities exist in your life and practice.
Following the Discovery Meeting, we create a personalized Financial Plan of Care that highlights your key priorities, planning opportunities, and a clear path forward—giving you clarity on what alignment looks like and how we’d work together.
This is where the real work begins. Over the first 2–3 months, we work through your financial plan across a series of focused onboarding meetings—implementing priorities and aligning your finances from the ground up.
After onboarding, we move into long-term support. Through intentional check-ins throughout the year, we review your plan, adjust as life and your practice change, and help you stay aligned and moving forward with confidence.
Financial planning isn’t a one-time event—it’s an ongoing process. That’s why we meet three times a year to stay proactive, address what matters most, and ensure your plan evolves alongside your life and practice.
While each meeting has a clear focus, the agenda is always flexible. Our goal is to create regular opportunities to connect, collaborate, and help you make confident financial decisions—without waiting for issues to arise.
Review prior year practice financials
Investment portfolio review & contributions
Insurance & risk management check-in
Setting priorities for the year ahead
Net worth update & long-term projections
Year-end tax considerations
Income strategy adjustments for the new year
Review mid-year practice financials
Personal cash flow
Review prior years tax return
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 StartedWe’ll map out a custom strategy that connects your practice success with your personal goals. You’ll walk away with clarity on your next steps—and how we can work together to make real progress, not just good intentions.
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
