healthcare practitioners
Get a financial plan that’s customized to the growth trajectory and goals of your practice and career.
get the right information to make decisions
In our experience, many healthcare practitioners have been offered solutions intended for the broad population. We see this happen with insurance, investments, retirement planning design, budgeting, and other critical financial planning decisions. Whether you’re an associate or a practice owner, the planning process should be customized to the goals you have for your career and practice.
You need a financial planner who understands this, too. Sometimes it makes sense to invest in equipment, expansion, or an associate. Other times, it makes sense to save for retirement or pay down debt. Making the right decisions at the right time requires visibility into all the moving parts of your personal and practice finances.
Financially Smart
Business Assessment
Your business is profitable, but are you being strategic with the money you’re making?
It can be tough to figure out how all the financially planning pieces fit together. The Financially Smart Business™ Assessment will show you where you are now and what areas you need to focus on to create financial clarity and confidence.
What factors influence planning for Healthcare Practitioners?
Here are some factors that may influence the development of your planning:
business goals
income needs
buying a practice
tax levels
risk tolerance levels
retirement desires
selling a practice
legacy wishes
We have the experience and knowledge of working with healthcare practitioners in multiple stages from associate to established practice to selling a practice. If you want the right information to make strategic decisions, there is no better time than now.
