Cindy Furze helps business owners, families, and Integrative Health Practitioners obtain financial abundance, so they can have a sense of confidence and focus on what they love to do most. Influenced by her mom’s health challenges and inspired by the healing from integrative providers, after graduating from college with an economics degree, Cindy dedicated her early career to making complementary and lifestyle medicine more accessible by building partnerships with employers and health plans. Realizing through the experiences of close loved ones that despite all the best efforts to live a healthy life, stress can be very detrimental to mental and physical health. Since concerns about financial and retirement sufficiency often create stress, Cindy now helps clients gain financial clarity and confidence. With her passion for preventing disease and treating the root cause of disease, Cindy specializes in helping naturopathic and integrative doctors with financial planning and exit planning. She helps them define their personal, business, and community goals and design a plan to help realize those goals while building future wealth. She helps them manage debt and make important decisions regarding income protection and cash management.
In her spare time, Cindy enjoys exploring nature and being on the water with her husband, young son, and dog. Hiking, pilates, paddle boarding, and yoga are hobbies that help keep her mind and body balanced. A trained yoga instructor, Cindy is passionate about the mind-body connection and mindset.
Cindy earned her Bachelor of Arts in Economics at Vanderbilt University and continues to invest in her professional development. She has the Series 7 and Series 66 securities licenses.
Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
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A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
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