Welcome Six-Figure Members!

We are proud to partner with Jena and support her community of Independent Clinicians.

Click below to schedule a free 45 minute consultation.

We craft simple, actionable financial plans for SLP Private Practice Owners like you, who feel overwhelmed by the increasing complexity of the decisions you have to make with your money. This frees up time and energy to focus on your family, your work, and what you love most.

Here are your planning checklists...