Not Enough Time To Handle Your Finances?

We’ll Do It For You

We Are A Great Fit For:

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ER DOCS

Mid-career and late-career physicians.

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DENTISTS

Practice owners and partner-track associates.

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RETIREES

Retirees with $2 million+ of investments.

When it comes to handling their finances, most people face the same issue: They’re simply too busy to do it. That’s where we come in.

We start with a Free Financial Pulse Assessment™

This is a 3-step process to help evaluate our services and make an informed decision about working together.

Here’s How It Works

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STEP 01

Intake

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STEP 02

Triage

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STEP 03

Prescription

Step 01: Intake

To kick off the assessment, we’ll hold a 15-minute call to learn more about your current financial health.

Step 02: Triage

Next, we’ll hold a 1-hour meeting (in-person or virtual) where we get crystal clear on your goals, needs, and concerns.

Step 03: Prescription

Then we’ll meet again for 1 hour to review your complete Financial Pulse Assessment™, which includes:

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Tax Return Analysis

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Investment Analysis

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Planning Opportunities

Then, you can take some time to decide if we’re a good fit to work together. There’s no “hard sell,” and we never pressure you into making a decision.

Let’s Chat

Step 01: Intake
Schedule your 15-minute intake call