Financial Planning for Life Beyond the Practice
You’ve dedicated your life to caring for others. Now it’s time to design a financial strategy that supports your long-term goals—professionally, personally, and generationally.
At Financial Planning By Design, we understand the unique financial challenges physicians in private practice face—from fluctuating income and complex tax considerations to managing risk and planning for life beyond medicine. Through The Blueprint, our signature Virtual Family Office framework, we help you integrate every aspect of your financial life—so you can focus on your practice, your patients, and your personal goals with clarity and confidence.
Our process starts with your values, goals, and lifestyle—not just your balance sheet. Whether you're navigating private practice ownership, working toward financial independence, or exploring practice expansion, we create a personalized strategy that aligns with the life you want to lead.
And when it's time to think about transitioning out of practice or leaving a lasting legacy, we help design tax-efficient exit plans, estate strategies, and family education tools that support your long-term vision—without compromising the work you've built or the life you’ve earned.
A Fully Integrated Plan for Your Life, Practice, and Legacy
Guiding Physicians in Private Practice Who:
✔️ Are balancing the demands of medicine, family, and financial growth
✔️ Own or co-own a private practice and want to maximize its value
✔️ Need a coordinated plan that includes risk management, tax, and estate strategy
✔️ Are planning for career transitions, exit, or partial retirement
✔️ Want to build lasting wealth beyond the exam room
Our Approach: The Blueprint for Physicians in Private Practice
You’re not just a physician—you’re a practice owner, an investor, and a steward of your family’s legacy. We understand the unique challenges that come with balancing clinical care and business leadership. That’s why we use The Blueprint, our signature planning process, to coordinate every facet of your financial life—from tax and legal to insurance, investments, and legacy strategy.
How We Help:
✔️ Build proactive tax strategies around your practice income and investments
✔️ Coordinate your legal, insurance, and entity structure for asset protection
✔️ Create customized planning for liquidity, retirement, and exit
✔️ Streamline your financial decision-making with a single point of contact
✔️ Provide ongoing guidance rooted in your values, goals, and lifestyle
What We Solve
Disconnected Advisors & Uncoordinated Planning
Your CPA, investment advisor, and attorney may all be capable—but are they working together?
We act as your personal CFO, unifying your plan across tax, investments, estate, and risk.
Heavy Tax Burden
Private practice income often comes with steep tax bills.
We design tax strategies tailored to your structure, maximizing what you keep.Time Constraints & Decision Fatigue
When time is limited, financial decisions often get rushed—or pushed aside.
We simplify the process and offer proactive guidance so you can move forward confidently without overwhelm.No Legacy or Philanthropic Strategy
You’re building wealth, but is it structured to reflect your family or community values?
We design estate and charitable giving plans that align with your personal vision and long-term goals.Overlooked Planning Opportunities
From missed retirement contributions to inefficient insurance or uncoordinated portfolios...
We help identify and optimize the small details that make a big difference over time.
We bring the same care and thoughtfulness to your financial life that you bring to your patients and your practice.
As part of our Virtual Family Office, you get comprehensive, coordinated financial care—without managing a team of advisors yourself.
