Learn how your Atomic Plan can help you confidently catalyze financial freedom.

Your time is in short supply. Between caring for patients, managing staff, and building your practice, it’s easy to get lost in the details and complexity of your finances.

That’s where your Atomic Plan comes in.

Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.

Learn how your Atomic Plan can help you confidently catalyze financial freedom.

Your time is in short supply. Between caring for patients, managing staff, and building your practice, it’s easy to get lost in the details and complexity of your finances.

That’s where your Atomic Plan comes in.

Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.

Atomic Planning











The nucleus of your Atomic Plan, around which all other particles of your financial life revolve, is made up of your goals for financial freedom.

Your progress is summarized into a single number, approximating the number of years you could sustain your lifestyle goals if you stopped working today.

Fee Structure


Advisory Services:

Fees start at $300/mo. and are customized based on the services you receive, complexity of your situation, and our ability to add value.
  • Atomic Planning
  • Tax Planning and Preparation
  • Bookkeeping and Payroll
  • Estate Planning
  • Practice Consulting
  • Second Opinions

Investment Management:

0.50% - 0.10% Annually

  • Portfolio design driven by your goals and objectives
  • Written Investment Policy Statement
  • Adaptive Portfolio Management
  • Disciplined, Evidence-Based Process
  • Emphasis on Tax Management and Risk Management
 

Fee Structure


Advisory Services:

Fees are based on the services you receive, complexity of your situation, and our ability to add value.
  • Atomic Planning
  • Tax Planning and Preparation
  • Bookkeeping and Payroll
  • Estate Planning
  • Practice Consulting
  • Second Opinions

Investment Management:

0.50% - 0.10% Annually

  • Portfolio design driven by your goals and objectives
  • Written Investment Policy Statement
  • Adaptive Portfolio Management
  • Disciplined, Evidence-Based Process
  • Emphasis on Tax Management and Risk Management

Net Worth

Your net worth, and the allocation of your net worth, is a key indicator of your overall financial health.

Tracking your progress over time helps provides the motivation and clarity you need to make successful financial decisions and confidently catalyze financial freedom.


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Cash Flow

You can’t improve what you don’t measure.  

We provide you with the tools, insights and expertise to ensure you’re not paying more than necessary in taxes or debt payments so that you can optimize your cashflow to achieve your spending and savings goals - and confidently catalyze financial freedom.


  • Sed Consequat,

    It is a long established fact that a reader will be distracted

  • Lorem Ipsum

    It is a long established fact that a reader will be distracted

  • Maecenas Nec

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.

  • Vivamus Elementum

    This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.