A Financial Plan Built for You.
Our approach is different because that is what you need.
The Problem
Your practice is your biggest and riskiest asset, yet it is typically left out of the financial planning conversation. Additionally, you are probably only meeting with your advisor 1-2x/year for an investment review.
We have found that this ultimately leads to:

Improperly investing & taking unnecessary investment risk

Relying on one income source

Underpaying yourself

Underfunding your retirement
You Deserve Better!
Ultimately, we find that operating this way can potentially lead to being financially unprepared for retirement and getting burned out.
The Solution
Step One: Get Your Plan
The key to your financial success is how well you can incorporate your practice into your personal financial plan. Lucky for you we already mapped that out.
The Econologics Roadmap Financial Plan
1
Written Financial Plan
A written financial plan outlines your ideal financial life and the exact steps required to get there. It is the foundation for those who have achieved financial success.
2
Policies & Procedures
Good financial policies and agreements between spouses help maintain a happy home. Establish the financial guidelines which keep you on track towards financial independence.
3
Business Viability
Your business is likely your biggest and most valuable investment. Make sure you treat it as an asset that serves the financial needs of your household.
4
Income Assurance
Never fear that you will run out of money. Set up the system to ensure you have multiple income streams for life.
5
Debt Elimination & Credit Enhancement
Ensure you know exactly when you will be free of destructive debt. Know how to keep your credit in good standing and utilize constructive debt to build wealth.
6
Estate Planning
Never fear that you are leaving your family in peril. Make sure you have all the basic documents so your assets go to your intended beneficiaries.
7
Tax Optimization
Learn the methods to better control your tax liabilities. Have a better understanding of the deductions which can help save you money every year.
8
Asset Protection
You should never fear the effects of a lawsuit. Learn the tools to protect your assets from any kind of attack.
9
Investment Planning
Set up your investment portfolio like a professional investor. Learn how to manage your investments like a fiduciary so you can live your ideal life.
Step Two: Implement Your Plan
Customized Planning
Experienced Advice
Real Results
Our Financial Tools
Achieving financial success requires a combination of good financial habits and good financial products. As part of our planning process, we offer a wide range of solutions and strategies to allow you to build the wealth you desire now and for your eventual retirement.
Financial Planning
Strategies
- Wealth Gap Calculations
- P&L Financials Review
- Advanced Tax Strategies
- Retirement Cash Flow Analysis
- Exit Planning
- Frequent Accountability Calls
- Private Wealth Solutions
Wealth Management
Strategies
- Passive Portfolio Management
- Active Portfolio Management
- Fixed Income Strategies
- Alternative Investments
- Real Estate Investments
- Charitable Giving
- Private Wealth Management
Insurance-Based
Products
- Cash Value Life Insurance
- Term Life Insurance
- Buy-Sell Insurance
- Annuities with Principal Protection and Guaranteed Income Benefits
- Long Term Care Insurance
- Disability Insurance
Results-Based Financial Planning®
Our proprietary financial planning system includes 17 metrics used to track your progress toward your financial goals. Additionally, our process includes 10 key performance indicators (KPI’s) for practice owners who want to take it to the next level and become a Financial Beast®
Check to see if you are becoming A Financial Beast® :
- Is your business growing 40% over a 3-year rolling period?
- Are you consistently channeling 10% of practice GI to personal savings?
- Are you personally debt-free?
- Do you have 3 months of business expenses reserved?
- Do you have the correct amount of retirement savings set aside?
- Is your profit margin consistently over 25% and growing?
- Does your household exceed an annual income over $400,000?