Plan
Financial planning for the practice and the practitioner.
Tax, retirement, savings, debt, insurance, and practice economics, handled as one engagement, on a quarterly cadence that matches the rhythm of clinical work.
The Problem
Clinical practice doesn’t flow like a salary.
W-2 plus cash-pay. Insurance reimbursement lag. Sliding-scale clients. Continuing-education spend. Solo S-corps and group LLCs. The dollars don’t fit the planner’s default spreadsheet.
We start from how a practice actually works, and build the plan around that, not the other way around.
The plan should reflect the practice, not the other way around.
How Planning Shows Up
Three engagements. One coordinated relationship.
- 01 · Quarterly + as-needed
Comprehensive Planning
Tax structure, retirement, savings, debt, insurance, and practice economics. Quarterly review, lighter check-ins between, written takeaways every time.
- Quarterly
- 1:1
- Practice-aware
- 02 · For group practices
Practice Workshops
Bring planning to your team. Workshops on the questions clinicians actually ask, student debt, S-corps, retirement, year-end planning.
- Workshop format
- Practice-wide
- Repeatable
- 03 · When questions actually land
Office Hours for Clinicians
Drop-in time during open enrollment, tax season, and year-end so individual questions land before the deadline does.
- Drop-in
- Key periods
- Individual focus
Start Here
Plan with someone who already knows the practice.
A 1-hour review of your practice and your personal finances. You walk away with two or three concrete next steps, whether or not we end up working together.