Professional Practice Owners

Medical, Legal, Optometrist & Dental Practices

Professionals & Practice Owners

You manage your professional practice; we manage your finances

As a professional, you are challenged by intense demands on your time. Your professional practice is your life, your livelihood, your investment, and possibly a large portion of your retirement equity. You struggle to maintain a balance between the demands of your practice and the enjoyment of your personal life.

You find little opportunity to enjoy the life you currently live . . . let alone plan for your personal future.

Also, you likely have much of your retirement tied into your business.  Or you may be unsure about how your personal finances will be needed in your retirement. We help rid you of these challenges and provide strategies to properly manage your personal finances, freeing you to focus on what you love – having the free time to do as you choose and live the life you imagine.

The Aranda Group approaches the financial success of professionals with the same four critical areas of financial health used for the personal financial management of our professional athlete clients. Our focus in these areas, however, is applied differently and is specifically relevant to the needs of the professional:

1 - Earned Income

As a professional with high earning potential you are challenged by trying to understand the tax implications of the many complicated financial decisions you face. From our experience working with high-income athletes, executives, and others, the Aranda Group developed an efficient, consultative financial management process and work with your professional team tailoring specific money management, wealth management, and active tax management strategies to meet your personal financial monitoring needs.

We start by reviewing the current income developed by your professional practice and incorporating your future business plan into your future personal finances and long-term financial needs. 

Our goal is to connect you to your life outside of your practice, allowing you live the life you worked to create.

3 - Expenses

Professionals struggle between investing in their practice, investing in their retirement, and maintaining a careful balance between income and expenses to preserve healthy cash flow. 

Working as your private family office team, we pay your bills to assist you with tracking and understanding your expenses.

  • By tracking your personal expenses, we can accurately project your short-term income and your long-term personal money management needs.
  • Understanding changes in your expenses will allow us to work with your personal wealth management team as needed to support the income required.

Our monthly report details your expenses, while providing improved tax and business expense records.  This report saves your valuable time and energy to use elsewhere in your busy life.

2 - Unearned Income and Investment Performance

Our team monitors and prepares a monthly report of your selected wealth management strategy. We continually update and work with you professional investment team, if necessary, to ensure that your finances are working for you well into your retirement.

We understand that you deserve to live a life while you are working hard to build your future. The goal of our personal office management is to provide the financial security to allow you to enjoy your life just as you choose.

4 - Protection and Security of your Assets

We understand that you may have a substantial amount of your “retirement equity” built into your practice or possibly scattered among numerous accounts.

Our team will assist you and your professional team of advisors to conduct a complete estate analysis including development of a business succession plan. That succession plan will become a component of your comprehensive estate plan and wealth transfer strategy.

We help educate and assist you to maintain the delicate balance between business equity and investment equity. We monitor your selected wealth management strategy and work with your investment team to assess your risk level to help ensure that your investment equity isn’t eroded, leaving your business equity challenged to support you in your retirement.

Don't Be Shy. Get In Touch.

Let’s connect and have a conversation about your personal financial needs.