Financial Pulse Assessment™

3 Steps to Get Clarity on Your Finances and “Test Drive” Our Services.

When it comes to handling their finances, most ER docs 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


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


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


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


Tax Return Analysis


Investment Analysis


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.

Get Your FREE Financial Pulse Assessment™ Today

Schedule Your Assessment With The Calendar Below

The 5 Biggest Financial Mistakes ER Doctors Make And Simple Ways To Solve Them


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