Our process is intentionally designed to be straightforward and inherently BASIC to understand.
1. Build & Assess
Two complimentary meetings to determine where you stand and how you would like to engage.
These meetings include:
Review of current financial documents
Completed Financial Balance Sheet
Financial Score Card Analysis
2. Strategize
We are committed to educating and strategizing with you to build a personalized financial plan.
All clients will receive meetings that include:
Risk Management Strategy
Cash Flow Strategy
Investment Strategy
3. Implement & Check Up
We'll offer a recommendation matching your financial goals, wrap up any pending tasks, and set expectations for future meetings. You'll have a clear plan and steps to achieve your goals.
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Medical Professionals
Protection & Cashflow Focused
Access to Client App and Tools
Student Loan Strategies
Address Financial Gaps
Access to Partners
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Medical Practice Owners
On-Going Advice
Access to Client App and Tools
On-Going Cash Flow Planning
Business Evaluation
Protect, Grow and Exit Planning
Financial Planning Fee Retainer