Advanced Practice Planning, LLC

"Caleb is very organized, personable and knowledgeable. He only wants the best for you. He broke down complex topics for me so I can understand. I highly recommend him!"

"Caleb is extremely personable and is knowledgable in his field, but more importantly to me he is very trustworthy. I have been working with Caleb for over 5 years and despite not being the highest earning client, he is always available for my questions and has helped guide me to increasing levels of financial success. I highly recommend Advanced Practice Planning."

"Caleb helped me develop a plan to manage my student loan payments, and guided me through the proper steps to setting up retirement and investment accounts that best suited my needs. He is incredibly knowledgable and does a great job explaining the financial industry to someone with no prior knowledge. I would highly recommend Advanced Practice Planning!"

"Caleb and I connected on LinkedIn and I was immediately impressed by his way to break down complex financial concepts in a way that was real, practical and applicable. I immediately subscribed to his SOAP Financial Notes newsletter and am continually nodding along learning about real life examples of why financial planning and having clear personalized money goals is essential. As a PA I have yet to encounter other financial advisors who are focused on meeting the needs of my fellow APPs so diligently. Caleb has been a guest on my podcast: The PA Is In and I can't wait to have him back again. If you are a PA, NP or CRNA, be sure to check out Caleb's services!"

"Caleb is very personable and informative. You can tell he has your best interest at heart."