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Live Life on Your Own Terms

Financial Planning for Practice Owners

Personal Financial Planning

Expansion & Transition Planning

Practice Exit Planning & Wealth Management

Ongoing Advisory Services Program

Financial Training for Practice Owner Families

Eliminate Uncertainty and Get Proven Results.

You’ve been working hard to build your practice, but is your success translating to household wealth?

Ask yourself these questions: Are you treating your household as a business? Do you know how your household and business should be interacting? How confident are you about your financial future? Are you taking the right steps today so you don’t have to worry about tomorrow? Are you concerned that one financial mistake could jeopardize the future you’ve been dreaming about? Sometimes it comes down to simply not knowing what questions you should be asking. What financial statistics should you be tracking to measure your financial progress?

With the Econologics® Results-Based Financial Planning® System, all of that uncertainty goes away. You’ll have a map to know exactly where you are going, how to get there, while measuring your progress along the way to avoid financial pitfalls and mistakes and feel fully in control of your financial future.

The team here at Econologics Financial Advisors uniquely focuses solely on guiding private practice owners along their path to financial success. We understand the unique challenges of practice ownership and we advise our clients on a multitude of areas such as, tax minimization strategies, debt reduction, retirement and exit planning, practice expansion planning, asset protection, wealth management and so much more.

Personal Financial Planning

Comprehensive financial planning can be overwhelming and confusing. Work with a licensed fiduciary who can create a step-by-step plan to help you confidently navigate the basics and enjoy measurable results with our proven Results-Based Financial Planning® system – Econologics Road Map® Financial Plan.

Expansion & Transition Planning

You’ve worked hard to grow your largest financial asset—your private practice. Learn what actions create ongoing value with our comprehensive expansion and transition strategy – Results-Based Transition Planning® — Econologics® Practice MaxValue Plan™.

Practice Exit Planning & Wealth Management

Deciding it’s time to exit your business is a big decision and likely your largest financial transaction. Make sure you have a solid plan on how to handle taxes and income on the proceeds BEFORE you arrive at the closing table. Engage in the Econologics® Practice Exit and Wealth Management Plan™.

Ongoing Advisory Services Program

Progress can stall without a coach. Circumstances and goals change over time, and so do opportunities. Planning for your financial future isn’t a set-it-and-forget-it task. Keep Advancing to the next level as an Econologics® Prime Client with our Ongoing Advisory Services Program. This includes the Econologics® Annual Road Map Renovation Plan, additional Prime Client benefits, and access to exclusive products and services.

Financial Training for Practice Owner Families

You probably never received a formal education on financial planning in all the years you attended school. Would you feel more confident if you had knowledge in the subject of personal finance so you could answer the “I don’t knows” stalling your progress? Attend our live, three-day workshop that is specifically designed to guide professional practice owners in building business and household wealth.