Doctor, are you lettings money slip through your fingers?

Get your complimentary copy of The 9 Money Mistakes Doctors Make to learn:


  • What your number-one expense is. Hint: it's not your house of your kids' college education
  • How biology impacts your ability to build wealth
  • Whether you're vulnerable to Dumb Doctor Deals
  • How to protect yourself from financial predators
  • How to avoid common financial mistakes doctors make
Grandmother and her granddaughter baking together in the kitchen.

The Legacy Pyramid

The CPP program is comprised of 3 components:

  • Financial Component
  • Legal Component
  • Legacy Component

The Financial Component

The Financial Component is divided into the following two areas:

1. Financial Information


  • Financial and informational videos on demand
  • Webinars
  • E-Newsletters
  • Monthly mentoring calls

2. Financial Empowerment


  • 1on1 coaching (ongoing available and recommended) 
  • Financial 2nd opinions
  • Access to industry professionals (tax, legal, financial)
  • Design(holistic, specific, comprehensive)
  • Implementation

The Legal Component

  • Litigation protection
  • Asset protection Strategies
  • Probate protection Techniques
  • Tax reduction (help protect from excess taxes)
  • Strategies to help protect against stock market losses
  • Strategies to help protect against long-term care costs
  • Help protect 403(b)s, 457s and IRAs from excess taxes upon death



*No financial or estate plan is considered complete by the CPP without incorporating asset protection


Legacy Component

What do the successful do differently? Achieving multi-generational unity and prosperity is not just the result of doing good financial and estate strategies. Instead, lasting success comes about because they add an essential third element to their strategy, one that has come to be known as the Family Values Component of the Legacy Pyramid. 


Despite the infinite number of characteristics that distinguish one family from another, we believe that the things that most parents want to pass on to their children share a lot in common. It is a basic human desire to pass not just what we have (our assets) but also who we are (our stories, values, life lessons, and experiences).