Fewer mistakes, lower costs, and better work-life balance.
Consult. Compare. Fund.
We provide our clients with two core solutions...
CONSULTING
Hourly or Retainer
We provide strategic practice consulting and coaching nationally for a select group of licensed professionals.
Leverage our knowledge to achieve your goals!
LOAN ADVISORY
Complimentary
We specialize in tailored lending solutions for licensed professionals.
Let us help you negotiate competitive rates and terms from our select group of specialty lenders!
"The first phone call goes to Rob. That has been a long-standing rule for us. When we have had major or even minor business decisions, we have turned to Rob Hockett for advice."
Dr. Steve and Mrs. Cami Arnold (Orthodontist, UT)
"Rob has helped us gain financial success, and the family has benefited from his advice and support. I would highly recommend Rob."
Dr. Phil Openshaw (General Dentist, ID/CA)
"We started working with Rob in our early 30s and continued with him for the following two decades. He didn't just manage our finances... but truly got to know us as people, helping shape our financial knowledge and future security."
Donna C. (Spouse of General Dentist, GA)
"Rob's advice and encouragement helped my husband build a top-tier practice. I would strongly recommend his services to anyone looking to improve their life."