Have questions about working with Piece of Wealth Planning?
Frequently Asked Questions
Who We Serve
Yes. We work with 1099 healthcare professionals who need help navigating the unique financial responsibilities that come with independent contractor income. Our team provides coordinated tax, accounting, and financial planning guidance to help you manage both your business and personal finances.
We can help with quarterly estimated taxes, tax planning, business entity and S Corporation considerations, retirement plan options, cash flow, investments, and other financial decisions that come with being self-employed.
Yes. We work with private practice owners who want coordinated guidance across accounting, tax planning, business finances, retirement planning, investments, and personal financial goals.
Yes. We specialize in helping healthcare professionals and healthcare entrepreneurs coordinate their business and personal finances. We work with private practice owners, 1099 healthcare professionals, and other healthcare professionals who need guidance across accounting, tax planning, financial planning, retirement, and investments.
We primarily work with healthcare professionals, healthcare business owners, private practice owners, and independent healthcare professionals who want to bring their business and personal finances together through one coordinated strategy.
Our clients often come to us looking for more than investment management or tax preparation alone. They want ongoing guidance across accounting, taxes, retirement, investments, business finances, and their broader financial goals.
Working With Piece of Wealth Planning
Getting started is simple. The first step is to schedule a complimentary consultation with our team. During this conversation, we’ll learn more about you, your financial situation, and what you’re looking for help with.
We’ll also explain our services, answer your questions, and determine whether Piece of Wealth Planning is the right fit for your needs. If we mutually decide to move forward, we’ll guide you through the next steps and begin bringing the different pieces of your financial life together into one coordinated strategy.
Ready to get started? Schedule your free consultation today.
Business-related accounting and tax-preparation fees may generally be deductible as ordinary and necessary business expenses.
Yes. Piece of Wealth Planning is based in Atlanta, Georgia, and serves clients across the United States through virtual meetings.
Your taxes, business finances, investments, retirement, and personal financial goals are interconnected. By bringing CPA and CFP® expertise together, we can evaluate financial decisions from both a tax and a comprehensive-planning perspective and help you build a coordinated strategy for your entire financial picture.
For our ongoing services, we typically meet with clients quarterly to review progress, discuss changes in their financial or business situation, and address upcoming planning opportunities.
These meetings allow us to proactively coordinate your taxes, business finances, investments, retirement planning, and other financial goals throughout the year. We also understand that important financial decisions don’t always happen on a schedule, so clients can reach out to our team between meetings when questions or planning needs arise.
Financial Planning & Investments
Your investment assets are held with Charles Schwab, an independent third-party custodian, rather than directly by Piece of Wealth Planning. The custodian is responsible for safeguarding your assets, providing account statements, and processing transactions within your accounts.
Eligible securities held at a SIPC-member brokerage firm may receive SIPC protection up to applicable limits if the brokerage firm fails and customer assets are missing. SIPC protection does not protect against declines in the market value of your investments.
We believe using an independent custodian provides an important layer of separation and transparency between the financial advice we provide and the institution that holds your assets.
Our investment philosophy focuses on building diversified, long-term portfolios designed around your financial goals, risk tolerance, and overall financial plan.
We generally favor low-cost, diversified ETFs and mutual funds rather than trying to consistently time the market or select individual stocks. We also consider tax efficiency, asset allocation, rebalancing, and tax-loss harvesting when appropriate.
Most importantly, we believe your investment strategy should be one part of your broader financial plan, not something managed in isolation from your taxes, retirement goals, business finances, and other priorities.
Fees & Fiduciary Relationship
Yes. As fee-only financial planners, we act as fiduciaries when providing financial advice, which means we are committed to putting our clients’ best interests first.
Our recommendations are based on your unique financial situation, goals, and needs, not on commissions or incentives for recommending specific financial products. We believe this fiduciary approach helps create greater transparency, trust, and alignment throughout our relationship.
Piece of Wealth Planning is a fee-only financial planning firm, which means we are compensated directly by our clients for the services we provide. We do not receive commissions for recommending or selling financial products.
This structure helps reduce potential conflicts of interest and allows our advice to remain focused on what we believe is in your best interest. Our fees vary based on the services and level of support you need.
Piece of Wealth Planning is a fee-only firm. This means that our only compensation comes from the services we provide to you. We do not get paid any commissions, kickbacks, “trails”, or referral fees. Clients are billed one-time and/or monthly depending on the service offering chosen. To learn more about our services and pricing, click here.
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.