Naturopathic Physicians You help your patients lead a healthy life using a holistic approach to their health.. We help our clients build a holistic financial life. Rather than writing prescriptions to address a financial symptom, we take a look at the entire picture to address how all of your finances coordinate with one another to build an optimal, efficient plan. Whether you are just graduating from school, managing a practice or looking to transition out of your practice, working with a professional advisor will help align your finances with your goals. Have a Question Name Email Phone Question Thank you! Oops!