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Naturopathic Physicians

We help practicing Naturopaths

Protect your practice

Naturopaths’ clients depend on their doctor for their health and wellness.  NDs depend on their practice to provide for themselves and their families financial wellness. We make sure both are addressed appropriately.

Realizing your dreams

In our experience, every Naturopath has different dreams both personally and professionally.  To get there, their finances have to be in order.  While the goal is not money itself, it’s what the money allows you to build.  We help our NDs think about money differently which allows them to realize their dreams.

Get ready for retirement

Eventually, we all exit our Practice. Whether we transition our practice to a family member, employer, or outside Naturopath, a clear and concise plan needs to be created in advance.

  • Transition to new owner (agreements)
  • Efficient cash flow strategies upon exit
  • Retirement Income Planning


                                                                   We Help New NaturopathsFinance 101: Financial Foundation

You just spent a lot of time, energy and money building your medical knowledge to become a Naturopathic Doctor.  How much of your education was around understanding finance?  We have found most clients wish they would have understood how their money can work for them right after graduation. We help lay the foundation for your financial success.

Dealing with School Loans

This is the elephant in the room.  Many have taken on huge loans to become a Naturopathic Doctor.  This becomes a huge weight on their shoulders and can become all consuming.  We help alleviate that stress by analyzing the type and structure to create a plan for repayment.

Path to your own practice

Many graduates eventually want to have their own practice, whether that is running an independent practice inside of a larger office or opening your own office.  We guide NDs through the options and obstacles to creating their ideal practice.

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 can you help me when I have a large student loan?
  • How are you paid?
  • What’s your process?
  • Where should I be putting my money?
  • How do I start to improve my finances?

*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