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We know how much effort you put into caring for your patients, so we strive to bring you that same standard of care. With that in mind, our approach might be one you’re familiar with…


Bring your questions. This is a free “Sounding Board” meeting where you can ask us anything regarding your financial situation or about our firm. Together we’ll get to know each other under a no pressure, no strings attached atmosphere. After our meeting, you’ll get to take this information with you and decide if we might be a good fit to work together moving forward.



After we agree to move forward, we’ll start by constructing a bird’s eye view of your financial picture. We’ll work together to lay out every aspect of your finances. Not only will we want to learn about your current financial situation, but we’ll dive into how you got there and where you’d like to go. We understand that personal finance is personal, and it isn’t always about dollars and logic. We strive to understand YOU in order to better understand YOUR financial position.



Once we have gathered all the big picture details, we’ll start to dig deeper into the specifics. We will work through the aspects of your current and future finances leaving no stone unturned. You will probably learn answers to questions you didn’t even know to ask. By the time we finish this step of our process, we will have a rock solid diagnosis and begin moving into the treatment stage.



Here we discuss the diagnosis and the options for treatment. We make a series of recommendations and discuss what will work best for you moving forward. We take an educational approach to ensure that you are in the driver’s seat of your financial health. Together, we’ll construct and begin the implementation of the treatment plan that works best for you.



Ultimately, we want you to feel comfortable and in control of your financial health. To help you achieve this, we will work with you every step of the way from here on out. In the same way your patients need ongoing care, your plan will be dynamic – evolving with you as your needs change. Along the way, we’ll take on whatever role necessary to ensure your success – whether it be cheerleader, accountability partner, or confidant. In short, the construction of your plan is simply the consummation of a partnership to benefit you from Residency through Retirement.

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