One Team. One Strategy.
Your Entire Financial Picture.
CPA + CFP® Professionals | Fee-Only & Fiduciary
Tax, accounting, and financial planning for healthcare professionals, private practice owners, and healthcare entrepreneurs nationwide.
Accounting & Financial Planning for Healthcare Professionals
CPA + CFP® Expertise
Your business and personal finances don’t exist separately. The decisions you make around profitability, taxes, compensation, retirement, and cash flow can directly impact your personal wealth.
At Piece of Wealth Planning, our CPA and CFP® professionals bring those pieces together—helping healthcare business owners and professionals make informed decisions through one coordinated financial strategy.
20+ Years
Combined Experience
CPA + CFP®
Professional Expertise
Fee-Only
Fiduciary Planning
Nationwide
Virtual Relationships
Proactive Tax Planning
Strategies designed around your income, practice, and long-term goals.
Business + Personal Strategy
One coordinated view of your business finances and personal wealth.
Build Lasting Wealth
Turn professional success into greater financial flexibility and impact.
Tax, Accounting & Financial Planning Services
One coordinated financial team for your business and personal wealth.
Who We Serve
Financial Guidance Built Around Healthcare
Healthcare Business Owners
Strategic tax, accounting, and financial guidance for healthcare entrepreneurs growing their businesses.
Private Practice Owners
Coordinate your practice finances, taxes, retirement planning, and personal wealth through one integrated strategy.
1099 Healthcare Professionals
Tax and financial guidance for 1099 physicians, NPs, CRNAs, PAs, locum tenens professionals, and other independent clinicians.
Healthcare Professionals
Comprehensive financial planning for healthcare professionals looking to build, protect, and enjoy their wealth.
Why Specialized Advice Matters
Healthcare Income Can Get Complicated. Your Financial Strategy Should Not.
1099 & W-2 Income
Quarterly Taxes
Retirement Plans
S Corp Planning
Practice Profitability
Investment Strategy
We help you navigate the unique financial complexities of a healthcare career or business so you can focus on what matters most.
“Live Well. Give Generously. Serve Others. Leave a Legacy.”
Latest News
Tax Planning Strategies Every Healthcare Entrepreneur Should Know
Jovan Johnson, MBA, CFP®, CPA/PFS As a healthcare
6 Essential Financial Planning Tips for Small Business Owners
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7 Steps to Start a Successful Business as a Nurse Entrepreneur
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Latest News
Tax Planning Strategies Every Healthcare Entrepreneur Should Know
Jovan Johnson, MBA, CFP®, CPA/PFS As a healthcare
6 Essential Financial Planning Tips for Small Business Owners
Jovan Johnson, MBA, CFP®, CPA/PFS If you're a
7 Steps to Start a Successful Business as a Nurse Entrepreneur
Jovan Johnson, MBA, CFP®, CPA/PFS Nurses worldwide often
