Confidence. Clarity. Alignment.
Financial & Business Planning
Professional Investment Management
Long-Term Guidance Tailored to Chiropractors
Most of our clients come to us earning well but feeling like their finances are disorganized or not moving in the right direction. Whether you’re trying to pay yourself better, grow your savings, or just feel less financial stress—we’re here to help.
In our first few months together, we’ll meet for a series of deep-dive strategy sessions focused on the most important areas of your financial life. From there, we’ll shift into a rhythm of proactive, ongoing support to keep you aligned and progressing over time.
Practice Cash Flow & Profitability
Practice Revenue Goals
Your Paycheque
Quarterly Profit Cheque
Operating Expenses
Business Tax Planning
Business Debt
The Vault
Business Financials
Why is money important to you?
Short Term Goals (12-24 months)
Medium Term Goals (2-5 years)
Long Term Goals (5 years+)
Personal Cash Flow Plan
Emergency Fund
Debt & Student Loan Paydown
Life Insurance
Disability Insurance
Critical Illness Insurance
Estate Planning
Financially Organized
Investment Education
Reduce Investment Fees
Your Investment Portfolio
Retirement Plan
Savings Rate
Starting a Practice
Buying a Practice
Exiting Your Practice
Children's Education
Net Worth Tracking
Charitable Giving
Tax Planning
We begin with a short intro call to ensure there’s a fit. If we’re aligned, we’ll book a deep-dive Discovery Meeting to uncover what’s working, what’s not, and where your biggest opportunities lie—personally and in your practice.
We build a personalized financial roadmap based on your values, goals, and current financial structure. You’ll receive clear next steps, strategic recommendations, and a proposal for working together.
This is where the real work begins. Together, we implement your plan, tackle key priorities, and align your business and personal finances through focused strategy sessions over the first few months.
Once the plan is in motion, we shift into long-term support. With three strategy meetings a year and ongoing access, we help you stay organized, adjust as life changes, and keep your financial world moving forward.
We believe financial planning isn’t a one-time event—it’s an ongoing process. That’s why we meet three times a year to help you stay aligned, make smart decisions, and keep moving toward your goals.
You don’t need to wait for a financial “emergency” to meet. Our proactive approach ensures your plan stays relevant and responsive to life and business changes throughout the year.
Every review meeting starts with what matters most to you—your questions, decisions on the horizon, and updates to your financial world.
Practice Profitability & Owner’s Pay Check-In
Cash Flow Progress Review
Plan for Upcoming Events or Big Expenses
Net Worth Update
Investment Portfolio Review & Contributions
Insurance & Risk Management Review
Practice Cash Flow Allocation Tune-Up
Year-End Tax Strategy
Year-End Bonus Planning
Personal Cash Flow & Savings Check-In
Preview of Next Year’s Income & Tax Plan
We truly believe that the process of financial planning isn't a one time event; it is an ongoing journey. That is why we meet three times a year to ensure that you're always on track to reach your financial goals.
We don't want to wait until you're in a state of financial dis(ease) for there to be a reason to meet. Our objective is to be proactive and make the necessary adjustments throughout the year to keep your finances well aligned and moving in the right direction.
Every review meeting begins by addressing your specific questions, thoughts, and any financial decisions that are on the horizon.
Review & Adjustments to Profit First Allocations
Review of Net Worth & Balance Sheet
Retirement & Cash Flow Projections
Review & Adjustments to Profit First Allocations
Personal Cash Flow
Savings Rate, Spending Rate, Debt Service and Tax
Year-End Tax Planning
Review & Adjustments to Profit First Allocations
Investment Portfolio Review
Insurance Review
Tax Planning (Salary, Dividend, RRSPs)
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
