Financial Planning for Medical Professionals.
We help Advanced Practice Providers ensure their money works as hard as they do.
ADVANCED PRACTICE PLANNING, LLC
What We Do
We specialize in financial planning and investment management solutions designed to help Advanced Practice Providers tackle their biggest financial challenges with confidence.
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Are you an Advanced Practice Provider that wants to turn your six-figure income into financial freedom?
Good news…you’ve come to the right spot.
Advanced Practice Planning, LLC was created to help APPs like you ensure they’re saving enough for the future without missing out on today.
Tailored to Advanced Practice Providers
Virtual Service Offering
Education First Approach
Transparent Pricing
Our Services
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Comprehensive Financial Plan
A Comprehensive Financial Plan is a strategic guide encompassing budgeting, savings, debt management, investments, retirement planning, insurance, tax optimization, and estate planning.
What You’ll Get:
Personalized retirement projections
Detailed action items checklist
3-months of follow-up support after initial plan is delivered
Plans start at $1,500
Investment Management Services are available as a standalone service*
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Comprehensive Financial Plan + Ongoing Support
You’ll receive all the benefits of a Comprehensive Plan + :
Detailed action items checklist + Assistance with implementing our recommendations
Quarterly review meetings
Unlimited email/phone support
Plans start at $250/month
Investment Management Services are available as a standalone service*
Schedule your free consultation today.
Are you struggling with student loans or not sure if you’re saving enough for retirement? Schedule free a call with us today to learn more about how we help clients like you make the most of their money and reach their goals faster.
