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A Holistic Approach to Your Finances

A Service Tailored to Naturopathic Physicians

You help your patients lead a healthy life using a holistic approach to their health. We help our clients build a holistic financial life. Rather than writing prescriptions to address an isolated financial symptom, we assess your entire financial picture to help you build a coordinated plan that is optimal and efficient.

Whether you are just graduating from school, managing a practice or looking to transition out of your practice, we help align your finances with your goals.

Proud contributor to WANP and NMSA

Washington Assoc. of Naturopathic Physicians and NMSA are not affiliates or subsidiaries of PAS or Guardian. Trademarks are the property of their respective owners and are used with permission. 

Past and Upcoming Events:

We attend quarterly events for practicing naturopaths

We hold quarterly meetings for students at Bastyr College

We attend Naturopath conferences 

What to Expect in your Consultation:

Our initial consultation is a 30 minute virtual meeting.  Just like your practice, we want to learn about you, share our philosophy and decide whether working together makes sense.

We Typically ask:                                            

  • How did you decide to become a ND?
  • How long have you been in practice?
  • What are your dreams?
  • What made you want to spend 30 minutes with us?
  • What are 3 financial goals over the next 3,5,10 years?

Prospective Clients Ask:

  • How are you different?
  • How are you paid?
  • What’s your process?
  • What can you do for me?
  • Do you replace my CPA?

*All of these questions get answered in the initial consultation

If you would like more information, fill out the following form and we will reach out to you soon