Advanced Practice Planning, LLC
Advanced Practice Planning, LLC is a virtual, fee-only, wealth management firm focused on serving the needs of the medical community.
Who gets the most out of working with us?
A medical provider who:
- Has been practicing for at least 5+ years.
- Makes good money, but doesn't feel like they're making real progress.
- Feels overwhelmed trying to balance saving, investing, and planning.
- Wants real advice, not a sales pitch.
If this sounds like you, you're in the right place.
Still wondering if we're the right fit for you?
Ask yourself...
- Are you a healthcare professional making six-figures... but feel like you don't know where your money is going?
- Are you investing in your work retirement plan or maybe a Roth IRA... but not sure if it's enough to retire on?
- Do you pay a lot in taxes... but don't know how to fix it?
- Do you feel like you're doing 'okay' but know you can do better, you're just not sure how?
If the answer is yes to any of these, let's talk.
We help medical providers like you gain clear, actionable steps to help you take control of your finances without wasting your time and money.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.