We Guide Healthcare Practice Owners
Toward Financial Freedom
Eliminate confusion • Control your finances • Advance to the next level
New practice owners are typically overwhelmed by massive debt, no emergency funds, and feel uncertain about making financial decisions
Established practice owners feel like they’re never getting ahead in their personal finances in spite of a growing business
Exiting practice owners are uncertain if they’re financially ready to sell their practice and retire comfortably
Practice Owners We Serve
(If This is You, Then We Are The Right Fit)
Other Medical Doctors
Practice owners often get cookie-cutter financial advice. Instead of diagnosing specific issues, the advice is generic. The financial plan given isn’t suited for the unique needs of practice ownership. For owners, the practice is the biggest and riskiest asset, yet this is typically left out of the conversation. This is frustrating, since your personal finances should reflect the hard work you put into your practice.
The Econologics Team has guided more than 500 practice owners like you to navigate roadblocks and opportunities along the path of ownership.
Our Results-Based Financial Planning® system helps uncover the value of your hard work, enabling you to live life on your own terms.
This isn’t a journey you should travel alone. Get guidance and a plan built specifically for your needs so you can enjoy every phase of ownership while reaching your personal financial goals along the way.
Experience the Econologics Difference
We Help You Run Your Household Like a Business
And we treat your business as an investment asset…not just a place to work
Trained Fiduciary Financial Advisors
who hold you accountable
Comprehensive wealth management strategies
Asset & income protection strategies
Debt elimination strategies
Minimize tax liabilities so you
don’t cry on April 15
Proprietary financial metrics to help stay on course
Maximizing the value of the practice
Specialized financial education to learn what they don’t teach in school
The RESULTS-BASED FINANCIAL PLANNING® System
Get started on your financial journey with Econologics Financial Advisors
Step 1: Discover
Meet with a specialist to review
your assessment and help discover what needs to be done to improve your financial condition.
Get a customized step-by-step plan from a trained, licensed advisor who specializes working with practice owners and their families
Step 3: Advance
Continue your progress by getting ongoing guidance and accountability from your advisor and have your plan rewritten each year to manage your progress and advance to the next level.
Our Client Results
conversations with practice owners about financial planning
Average of $94,221
reduction in debt*
average practice sale price for exiting owners
Average of $417,666
net worth increase*
over $5.5 million
dollars saved in taxes using our strategies**
Average of $325,297
* Statistics collected from 154 active clients with an average client relationship of 39.68 months as of Dec. 31, 2018. Results are not based on appreciation or gains on investments.
** Advanced Tax Strategy savings data cumulative for 2017 & 2018.
Most practice owners waste $20,000 – $30,000 per year simply because they don’t have a plan. And let’s not even get into how much they overpay in taxes. Don’t find yourself in financial regret with the would’ve, could’ve, should’ve — wishing you had more time and money!
Download Your FREE Financial Success Guide