FINANCIAL PLANNING

We bring all the elements of your financial life together to formulate a customized, comprehensive financial plan for you. We work closely with you throughout your career to refine, revise, and optimize your plan to reach your financial goals.
 

Cash Allocation Plan
Your financial strategy is defined by how you allocate your cash. We'll make sure you do it right.

Retirement & Investment Planning
We provide retirement plan analyses including 401k plans, IRAs, and more. We'll make sure your money is invested the best way possible.

Debt Reduction
Getting out of debt is key to financial freedom. It's not easy alone, but our proven strategies will make sure you get there.

Personal Cash Flow Analysis
We will analyze your personal cash flow to plan and project, but also to improve the probability of reaching your short and long term goals.


INVESTMENT MANAGEMENT

Investment decisions are too often made in isolation. They should not be. The best investment decisions are made in the context with the rest of your financial picture, including the decisions to reinvest back in your practice or to pay yourself.


Investment Philosophy
Our approach is grounded in economic theory and backed by decades of empirical research so we can provide proven solutions based on your risk tolerance criteria. We believe in a successful investment experience. That means more than considering investment returns. It means offering piece of mind knowing that a transparent approach is powering every decision. 

Administrative Support
Most of our clients have multiple investment accounts. Keeping track of contributions, making the right contributions to the right accounts at the right time, rebalancing, and reporting performance are all tasks that can be overwhelming. As your Personal Chief Financial Officer, we'll help ease the burden and coordinate the many aspects of your investment accounts.

Behavioral Support
This may seem trivial. Believe us, it's the most important thing you need from an advisor, and the most important service we provide to our investing clients. We're here to help you through the emotional times when fear or greed tries to overshadow your ability to think rationally.


Tax Planning & Preparation

Keeping you compliant with tax laws and filing requirements, so you don’t have to worry. Our tax specialists are familiar with tax strategies for chiropractors and monitor current developments in the tax world to give you the most current, comprehensive tax advice.

Seamless Software
Integrated bookkeeping, which leads to more accurate tax returns and less data gathering for you.

 

 

Expert Advice
We give timely and accurate answers to all of your tax-related questions, anytime you have them. Know what to buy through your practice and what to pay for personally.

Planning & Projection
We provide proactive tax planning and tax projections to make sure you know what to expect when it's time to file.

Tax Returns
We prepare and file all business and personal tax returns.


Accounting & Reporting

Our main purpose is to get you out of the trenches and run your practice like a true CEO. We handle your accounting and bookkeeping so it is fully integrated into your strategy. We'll have all the information needed to help you make the right decisions.

 

Financial Statements
Well-organized financial reports show your chiropractic practice's true profit, comparing your performance to standards and personal benchmarks, and offering a year-over-year comparison.

Bookkeeping
Chiropractic Wealth Management streamlines the bookkeeping process by securely importing monthly transactions from your business bank account, thus freeing you from record keeping and data gathering.

The Big Picture
Our bookkeeping and reporting tools integrate seamlessly with our personal tax and financial planning tools. thus allowing you to see how your business fits into your personal financial picture.


SECOND OPINION SERVICE

Enjoy a portion of our five step consultative process at no cost. We will meet with you for a Discovery Meeting and will confirm if you are on track to fulfill your values and achieve your goals with your current financial provider.  If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs.