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
Intake
To kick off the assessment, we’ll hold a 15-minute call to learn more about your current financial health.
Triage
Next, we’ll hold a 1-hour meeting (in-person or virtual) where we get crystal clear on your goals, needs, and concerns.
Prescription
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
