Managing your career or your therapy practice presents unique financial and administrative challenges - and I get that.
From initial investments in space, technology and equipment to ongoing expenses and healthcare regulatory adaptations, the financial health of your practice is crucial.
As a wealth advisor specializing primarily on the needs of allied health professionals (PTs, OTs, SLPs) and their practice in every setting, I provide practical, real-life solutions that address issues that inevitably come with a more complex practice and career.
After getting to know you and your practice, I ultimately coordinate solutions that are not just about managing assets and investments but also ensuring that your financial strategy supports the daily operations and continued growth potential of your practice and career.