From Practice Management
to Personal CFO

Having a flexible plan to effectively deal with important changes and life issues is critical


Listening to the heart of our client’s aspirations and challenges, Plan to Invest Capital Management offers a personal CFO approach to helping physicians and healthcare professionals take control of their finances, take action and make smarter, informed financial decisions.

Plan to Invest

How We Help

Our philosophy: Building a business plan
for your life.

Through integration and coordination of our “clarifying matrix process” we look at your total financial life to build scenarios that address your now and your future. Your estate is like a business and as your personal CFO, we help you to manage it so you can spend time with family, reading or simply doing something you enjoy.

Personal CFO

Taking a relationship approach to your family and practice financial wellness

Advanced Planning for Physicians

Helping bring financial wellness to you and your private practice


Making a plan today, so you can retire, tomorrow.


Frequently Asked Questions


Know Your Score