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Examine. Diagnose. Prescribe.

We Treat Your Financial Health With The Same Level Of Care as You Give Your Patients

Health care professionals have many things - patience, dedication, attentiveness, ingenuity - but free time is not one of them. Whether you’re a dentist, physician, physician assistant or nurse practitioner, your attention is on your patients, your family and your practice. So when it comes to focusing on your finances, we’re happy to take the lead. We’ll conduct a full examination before diagnosing your most pressing areas of concern and prescribing our tailored solutions.


As a Health Care Professional,

What Are Your Biggest Financial Concerns?


Student loan debt
SEP IRA and 401(k)/403(b) contributions
Disability insurance coverage
Rapid income growth

Debt Management


Tax Implications of being a high earner
Developing a personalized investment strategy
Maximizing Employer Benefits
Complex life insurance contracts


Along with the unique financial concerns you face working in the health care industry, we’re here to develop a comprehensive financial plan that includes aligning your investments with sustainably focused companies and addressing any day-to-day financial concerns you may be having.



Does Your Financial Future Have a Positive Prognosis?
Together We’ll Examine Your Current Needs & Future Goals

What To Expect