We do not require a specific level of income or investable assets to work with Piece of Wealth Planning. Instead, we focus on whether our services and expertise are a good fit for your financial needs and goals.
Our clients are typically healthcare professionals, private practice owners, independent healthcare professionals, and healthcare business owners who are looking for ongoing, coordinated guidance across their taxes, business finances, investments, retirement planning, and personal financial goals.
If you’re unsure whether we’re the right fit, we invite you to schedule a free consultation to learn more about our services and how we may be able to help.