Financial Assessment for Practice Owners - ECONOLOGICS FINANCIAL ADVISORS

Learn what areas of your financial life are exposed to loss and what areas are in stable condition by taking this financial health assessment for practice owners.

The results reveal your strengths and weaknesses in 9 key areas of your financial life and will answer the questions:

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Do you have a solid comprehensive plan to achieve your financial goals?

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Do have confidence in all the financial decisions you make?

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Is your business performing at maximum value and all systems running smoothly?

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Are you systematically paying off all bad debt within the next 5-7 years?
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Have you calculated the amount of income you want to live on in retirement and where that income will come from tax efficiently? (with the least amount of tax-loss?)
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Is your estate legally in good order so that your assets, including your practice, will pass to your heirs with ease and with little cost to them?
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Are you paying the least amount of income tax possible now and are your future income assets in an optimum position for taxes in the future?
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Are practically all your assets protected from inflation, lawsuits, and creditor attacks?
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Are your investments truly diversified and reasonably stable and does your portfolio include your practice as your largest and riskiest investment?
Take Assessment
FPI Graph

Are You Making the Grade?

As a practice owner, balancing the effort it takes to build a business, create household wealth, and have time for family feels like a constant struggle. What is more important? How do you build a profitable business, pay off bad debt, save for retirement, protect your assets, save on taxes, and leave a legacy — all at the same time? It may seem impossible…but it CAN be done! (And it doesn’t need to take a lifetime).

Practice owners take enormous risks and work hard to attain success. Yet, all of the work and sacrifice can amount to nothing if the major reasons for the destruction (not a big fan of this word…but not sure what is better) of their wealth are not known.

Learn what areas of your financial life are exposed to loss and what areas are in stable condition by taking this financial health assessment for practice owners.

Take Assessment

Watch this short video to learn more about this financial health assessment for Practice Owners called The Financial Prosperity Index®.

Have an Econologics Specialist Review Your Results

Once you know where you need to focus your attention when it comes to financial success, you can design a strategy to help you stay the course and achieve your goals without worrying about making a financial mistake or missing a good opportunity on your journey.

After you complete the assessment you’ll have the opportunity to have an Econologics Specialist review your results with you in a complimentary strategy session that will be all about you and immediate actions you can take now to protect, build and preserve your practice and your wealth.

Take Assessment
business charts data document