Find Your Path to Financial Wellness

Alternative Medicine-specific financial planning services

You've dedicated years to your practice as a naturopath or acupuncturist, embodying compassion and expertise in every patient interaction. Your profession demands understanding, empathy, and a steadfast commitment to improving the health and well-being of your clients. 

Just as you tailor treatment plans to meet individual needs, managing your finances requires a personalized approach.

As a trusted partner in your professional journey, we understand the unique challenges and opportunities that come with being in alternative medicine. Our team is here to collaborate with you, leveraging our financial expertise to navigate the economic landscape while aligning with your career objectives and personal aspirations.

Contemplating retirement planning? Considering practice expansion or specialization? Need help managing your student loans? Let's explore your goals together and craft a financial strategy tailored to your vision for the future.

Don't navigate financial decisions alone. Schedule a consultation with one of our financial advisors today and take the first step toward strengthening your financial security and achieving peace of mind in your holistic healthcare career.



“Dan Rooker has immensely helped my husband and I in managing our student loans, tax planning, retirement planning. We felt really hopeless about it all before we started working with him, and now feel quite hopeful and realistic about our financial future.“


“My husband and I feel much more comfortable and confident in any financial decisions being made since working with SLP because we know we have someone knowledgeable helping us to make the right decisions for us. We no longer feel lost and overwhelmed and feel more secure knowing we are contributing to our futures in a productive way. “


“Scotty was thorough and pointed out areas of our finances that I hadn’t thought about before, despite a good financial background. He made the process feel informative without being overwhelming. “


Testimonials are from real customers who may have been compensated for reviews.