The Power of Implementation

Put Your Roadmap to Work

The Power of Implementation

Put Your Roadmap to Work

Put Your Roadmap to Work

Getting a financial plan is a good first step.

But for it to work, it needs to be implemented.

Financial planning requires ACTION over TIME.  It is not a one and done activity.  Failure to put a financial plan in motion is one of the number one reasons financial planning fails or falls short of the goals of the household.

The Benefits of Our Ongoing Advisory Service

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Accountability Calls THroughout the Year

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Annual ROADMAP Renovation Plan

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Exit & Wealth
Management Plan

Accountability Calls with Your EFA Advisor Throughout the Year:

The Importance of Staying Connected to Your Advisor

Progress can stall without an advisor.  When it comes to financial certainty, having an advisor in constant contact with you is paramount to your financial success.  Circumstances and goals can change over time and so can opportunities. That’s why we offer an ongoing advisory service for clients who want to implement their plan and receive ongoing guidance from their advisor so they stay on track with their plan. 

Gersh Meeting with a client

Regularly scheduled calls with your advisor throughout the year to work on: 

  • Setting up accounts per plan recommendations
  • Reallocating investments per risk tolerance
  • Setting wealth storage account
  • ROADMAP financial programs and checklists
  • Key financial metrics & analytics
  • Wealth building strategies
  • Transition Strategies
  • Practice Income Targets
  • Access to eMoney for account aggregation
  • Dedicated website for educational materials

The Annual Roadmap Renovation Plan:

The Key to Your Financial Success​

Your financial plan needs to be refreshed periodically to align with your current financial scene.  You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals.  This is the purpose of our Annual Roadmap Renovation plan.

Zach Meeting with a client

Here’s a summary of what we update:​

  • Household goals
  • Financial analytics and metrics
  • Future income analysis
  • Debt elimination program
  • Tax optimization plan
  • Income & retirement assets & plan
  • Exit Strategy Solutions Report
  • Asset Protection Review
  • Estate plan beneficiaries
  • Review of need for advanced strategies
  • Periodic re-appraisal of your practice
  • Action plans to keep you on track

The Annual Roadmap Renovation Plan:

The Key to Your Financial Success​

Your financial plan needs to be refreshed periodically to align with your current financial scene.  You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals.  This is the purpose of our Annual Roadmap Renovation plan.

Exit & Wealth Management Plan for when you decide to sell

Here’s a summary of what we update:

  • Household goals
  • Financial analytics and metrics
  • Future income analysis
  • Debt elimination program
  • Tax optimization plan
  • Income & retirement assets & plan
  • Exit Strategy Solutions Report
  • Asset Protection Review
  • Estate plan beneficiaries
  • Review of need for advanced strategies
  • Periodic re-appraisal of your practice
  • Action plans to keep you on track
Anthony opening the Roadmap

Exit Your Practice with Ease:

The Econologics Exit & Wealth Management Plan​

Exit & Wealth Management Plan for when you decide to sell

Every practice owner will eventually transition out of their practice.  A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.

The 4 key areas we address in this plan are:

Financial Analysis

Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.

Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.

 Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.

Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.

Exit Your Practice with Ease:​

The Econologics Exit & Wealth Management Plan

Exit & Wealth Management Plan for when you decide to sell

Every practice owner will eventually transition out of their practice.  A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.

The 4 key areas we address in this plan are:

Financial Analysis

Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.

Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.

 Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.

Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.

The Annual Roadmap Renovation Plan:

The Key to Your Financial Success

Your financial plan needs to be refreshed periodically to align with your current financial scene.  You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals.  This is the purpose of our Annual Roadmap Renovation plan.

Here’s a summary of what we update:

  • Household goals
  • Financial analytics and metrics
  • Future income analysis
  • Debt elimination program
  • Tax optimization plan
  • Income & retirement assets & plan
  • Exit Strategy Solutions Report
  • Asset Protection Review
  • Estate plan beneficiaries
  • Review of need for advanced strategies
  • Periodic re-appraisal of your practice
  • Action plans to keep you on track

The Benefits of Our Ongoing Advisory Service

Yellow Check Icon

Accountability calls with your EFA advisor throughout the year:

The Importance of Staying Connected to Your Advisor​

Progress can stall without an advisor. When it comes to financial certainty, having an advisor in constant contact with you is paramount to your sucess. Your advisor’s job to relentlessly help you blast through the resistance and keep your attention on acheving your financial goals.

Regularly scheduled calls with your advisor throughout the year to work on: 

  • Setting up accounts per plan recommendations
  • Reallocating investments per risk tolerance
  • Setting wealth storage account
  • ROADMAP financial programs and checklists
  • Key financial metrics & analytics
  • Wealth building strategies
  • Transition Strategies
  • Practice Income Targets
  • Access to eMoney for account aggregation
  • Dedicated website for educational materials

The Benefits of Our Ongoing Advisory Service

Yellow Check Icon

Accountability calls with your EFA advisor throughout the year to work on:

  • Setting up accounts per plan recommendations
  • Reallocating investments per risk tolerance
  • Setting wealth storage account
  • ROADMAP financial programs and checklists
  • Key financial metrics & analytics
  • Wealth building strategies
  • Transition Strategies
  • Practice Income Targets
  • Access to eMoney for account aggregation
  • Dedicated website for educational materials
Yellow Check Icon

Annual ROADMAP Renovation Plan

Yellow Check Icon

Exit & Wealth Management Plan for when you decide to sell

The Importance of Staying Connected to Your Advisor

couple speaking with a financial advisor while looking at a tablet
Progress can stall without an advisor.  When it comes to financial certainty, having an advisor in constant contact with you is paramount to your financial success.  Circumstances and goals can change over time and so can opportunities. That’s why we offer an ongoing advisory service for clients who want to implement their plan and receive ongoing guidance from their advisor so they stay on track with their plan. 

The Annual Roadmap Renovation Plan:

The Key to Your Financial Success

Your financial plan needs to be refreshed periodically to align with your current financial scene.  You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals.  This is the purpose of our Annual Roadmap Renovation plan.

Here’s a summary of what we update:

  • Household goals
  • Financial analytics and metrics
  • Future income analysis
  • Debt elimination program
  • Tax optimization plan
  • Income & retirement assets & plan
  • Exit Strategy Solutions Report
  • Asset Protection Review
  • Estate plan beneficiaries
  • Review of need for advanced strategies
  • Periodic re-appraisal of your practice
  • Action plans to keep you on track

Exit Your Practice with Ease:

The Econologics Exit & Wealth Management Plan

Exit & Wealth Management Plan for when you decide to sell

Every practice owner will eventually transition out of their practice.  A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.

The 4 key areas we address in this plan are:

Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.

Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.

 Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.

Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.

Take Control of Your Finances Today!

Get in Touch With Us

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