Econologics | Financial Advisor for Practice Owners

We Guide Healthcare Practice Owners
Toward Financial Freedom

Eliminate confusion • Control your finances • Advance to the next level

New practice owners

Established practice owners

Exiting practice owners

There are uncertainties about your personal finances at every stage of practice ownership. Sometimes it may feel like you are constantly serving your business, causing you to feel financially stuck. You deserve to be in control of your financial future and reap the benefits of your hard work.

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)

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A physiotherapist helping patient to do exercise on fitness ball in physio room.

Physical Therapists

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Optometrist examining male patient on slit lamp in ophthalmology clinic


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Other Medical Doctors

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You deserve a financial planning system designed specifically for you and your practice.

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

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Trained Fiduciary Financial Advisors
who hold you accountable

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Comprehensive wealth management strategies

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Asset & income protection strategies

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Debt elimination strategies

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Minimize tax liabilities so you
don’t cry on April 15

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Proprietary financial metrics to help stay on course

Maximizing the value of the practice

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Specialized financial education to learn what they don’t teach in school


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.

Step 2: Plan

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

savings accumulated*

* 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.

Collection of 6 Econologics magazines

Avoid Costly
Financial Mistakes

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

Practice owners have too many financial “I don’t knows” causing them confusion and uncertainty.

At Econologics, we designed a Results-Based Financial Planning® system alleviating financial stress, putting them in control of their finances so they live life on their own terms.

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