About Us

James Annon, Founder

What We Do

Cardiologist Planning is a specialized division of Physician Planning Partners - a trusted advisor network built exclusively for physicians. Through this network, we connect high-achieving cardiologists with fully licensed, professionally accredited experts in tax, legal, finance, estate, banking, exit planning, and more.

Our mission is simple: to deliver cardiologists the same level of strategic precision and care in their professional planning as they provide in every diagnosis, procedure, and life-saving intervention.

Each plan we develop is designed specifically for your goals, your stage in practice, and the unique challenges of your specialty - ensuring your practice, wealth, and legacy are protected for years to come.

Advisor Credentials + Experience

Through Physician Planning Partners, physicians gain direct access to a curated network of advisors with years of experience serving high-net-worth clients. As a premium, white-glove service, we operate with the utmost discretion, precision, and personal attention, delivering strategies that protect your career, preserve your wealth, and position you for lasting success.

Plan With intention. plan for success.

Select Which Area You'd Like to Learn More About

Choose the planning area that matters most to you and consult with an Advisor who can design tailored strategies for your needs.

Estate Planning: Design Your Legacy

Preserve your impact, protect your loved ones, and guide your wealth across generations with an estate plan built to reflect your values.

Tax Planning: Make Every Dollar Earned Work Smarter

Align your tax strategy with your financial goals to minimize friction and maximize what you keep—year after year.

Business Planning: Build a Practice That Supports Your Life

Structure your business with purpose so it protects your time, scales with your vision, and stays aligned with your personal and professional goals.

Wealth Management: Turn Today’s Income Into Tomorrow’s Freedom

Grow and preserve wealth with strategies designed to support the life you want—both now and long after you leave the practice.

Private Banking & Lending: Use Leverage on Your Terms

Access tailored credit and banking strategies that support your lifestyle and investments without compromising flexibility.

Growth & Exit Strategy: Have an Endgame—Even If You’re Just Getting Started

Plan ahead for practice transitions, equity events, or retirement with clarity and control, so your next chapter is by design, not default.

Digital Marketing: Patient Growth with Purpose

Connect with more patients online using targeted digital strategies that highlight your cardiology expertise and build a strong reputation.

Real Estate Advisory

From medical office space to income-generating properties, get specialized real estate guidance that supports your financial goals and aligns with your career path.

Fractional CFO

Optimize your practice’s financial performance with fractional CFO support focused on profitability, forecasting, and long-term sustainability.

Please seek professional advice for your specific situation from one of our specialists. View Disclaimer.

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