As you navigate the rewarding yet complex world of Direct Primary Care, having the right financial partners can set you up for success as your practice grows. Alongside software, business services, marketing tools and more in Hint’s Ecosystem of Direct Primary Care resources, we’re proud to partner with solutions that can help with the financial side of running a direct care practice.
Whether you’re launching your practice and need a reliable business bank, or are growing and looking to streamline your finances, these four financial solution partners can help put you on the right track and allow you to focus on what matters most - your patients.
Found Bank is an all-in-one banking solution for direct care practices. Offering full-featured business banking while seamlessly tracking and categorizing your expenses, Found Bank allows you to run reports, save receipts and make payments all through the app.
Learn more about Found Bank’s services and how you can claim a $150 signup bonus.
Based in Colorado’s Rocky Mountains, but servicing Direct Primary Care practices across the country, Rocky Mountain Financial Solutions provides an easy, efficient, and client focused experience tailored to the retirement planning, insurance and wealth management needs of Direct Care clinicians.
The goal at Rocky Mountain Financial is to help clients understand exactly what is going on in their account. In addition to regular check ins and proactive support, clients have access to their MoneyGuide dashboard to ensure they are comfortable with the portfolio and plan design at all times.
Learn more about Rocky Mountain Financial Solutions’ suite of wealth planning strategies.
You deserve an accountant who treats you like you treat your own patients. Goodman CPA's suite of financial service offers is specifically tailored to Direct Primary Care practices and the needs of direct care physicians. From tax prep and planning to CFO consulting to bookkeeping and payroll, Goodman CPA works to financially empower direct care practices to achieve their goals and focus on what matters most - delivering excellent patient care.
Learn more about what Goodman CPA can do for your practice.
Advice for today - planning for tomorrow. With a wealth of knowledge in the medical sector and its complex financial environment, Nick Shiver is CalmWater's in-house DPC specialist and financial advisor with to guide you through the financial side of operating a Direct Primary Care practice.
With a deep understanding of practice management, Nick offers a suite of financial services tailored specifically for the needs of Direct Primary Care clinicians including cashflow optimization, asset protection, saving strategies, and retirement planning.
Learn more about CalmWater Advisors and see how Nick can assist with the financial side of running a DPC practice.
Looking for more resources to help you level up your Direct Primary Care practice? Explore our Ecosystem of partner technologies, health associations, business services and more at www.hint.com/ecosystem.