Financial planning for independent providers
You run your own business, manage your own income, and need a plan that fits your reality. We help independent providers get organized, minimize taxes, and build long-term security.
Schedule a CallMost advisors don't understand your work or don't want to. We do. No judgment. No unnecessary fees. No long-term commitments. Just professional planning that fits your life.
Your privacy is non-negotiable
We work for you, not commissions
We understand irregular income
Get organized. Fix what's broken.
Deliverable: 5-7 page PDF, presentation call, and 90 days of implementation support
Build wealth. Plan ahead.
Deliverable: 8-12 page PDF, presentation call, and implementation support
Optional, after program completion
We talk for 15 to 20 minutes to see if we're a fit.
We learn about your business, income, and goals.
One to two weeks to create your personalized financial plan.
We walk through your plan together, step by step.
90 days of calls, guidance, and answers as you put the plan into action.
Continued support after implementation is complete.
Provider Financial Planning exists because independent providers deserve professional financial guidance without judgment, unnecessary fees, or advisors who don't understand the work.
We specialize in cash-based and irregular income. We understand the unique challenges of self-employment in this industry, from tax complexity to privacy concerns to building long-term security on a non-traditional timeline.
We're CFP® professionals, fee-only, and legally bound as fiduciaries to act in your best interest. We don't sell products or earn commissions. You pay us directly for planning. That's it.
Simple. Professional. Discreet.
Fill out the form below and we'll be in touch within 24 hours.