Your patients trust you with their health, our clients trust us with their finances. Just like you, we take a comprehensive approach to providing care. Throughout our planning process, we will take everything into account to identify where you are, where you want to be, and how to get there.

Working together in an ongoing relationship will allow us to be an accountability partner for you. It will ensure that you receive continual care, and that the informed decisions you make will get implemented and updated when necessary.

When life throws you a curveball, it also means you’ve got a financial expert who’s on-call to help you navigate your way.

As a supporting partner for your overall financial well being,we will also act as a liaison with other specialists (accountant, realtor, Lawyer or insurance agent) who all play an important part in your finances.

We work with any physician regardless of asset size or net worth. No minimum required. Imagine if you told patients that you wouldn’t help them unless their BMI was under 25. Sounds ridiculous, right? We think so, too.

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How do we go about it

First, We Diagnose

Breaking the ice

We believe that we both need to get to know one another before either parties commit to the partnership of achieving financial freedom. Our icebreaker call is meant to do just that! We’ll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.

Discover your ideal life

Our favorite meeting! This is where we get to know the real you and encourage you to dream big. This conversation will be focused around your dreams, goals, intentions, and life plans. We’ll assess what’s realistic, what has a finance component, and how to make your goals a reality.

Getting organized

We’ll focus more on the financial data as we help you to get your financial life organized. Understanding where you currently stand with your banking, debt, investments, and insurance. The most important thing about this meeting is that we extract all the information from your head into one place, so we can assess the areas to tackle first

Creating a roadmap

We'll determine cash flow, discuss investments and prioritize your spending goals.Now that we have all the data and a thorough understanding of your goals, we will create a roadmap, full of action items needed to be implemented before the actual plan.

Then, We Prescribe

Meeting Five: Create a personalized financial health assessment report

Our financial health assessment report isn’t a complicated 50-page document that leaves you with more questions than answers. We deliver a short and crisp report that describes where you are currently in your financial life and provides a prescription for how to get where you want to be. This is a living, working document that we can easily readjust if life takes a new turn or something unexpected happens. Life is constantly changing and we are there to see you through it. It’s an honor that when something major happens in our client’s lives and we are one of the first people they call.

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Checkups

Regular check ups done to ensure the longevity of your wealth.

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See what happens during the consultation.

Want to know what happens after the first consultation? Let us walk you through.

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