where you’re strong,
where you’re vulnerable,
and what to do next.
This isn’t your typical cookie-cutter plan. It’s a step-by-step system designed exclusively for Practice Associates—like you—who are doing well professionally but want more clarity and direction when it comes to personal finances.
The Roadmap Financial Plan for Associates helps you take control, build confidence, and make real progress—guided by advisors who understand your profession and your goals.
Financial planning is not a one and done activity. It requires ACTION over TIME with a qualified advisor to prevent stalled progress toward your financial goals. Our Ongoing Advisory Service (OAS) keeps your plan alive and evolving as your life and income change over time.
Do I need to own a practice to benefit from this? Not at all. Our tenured experience working with private practice owners in various healthcare industries opened our eyes to the need for a specialized financial planning system built specifically for associates like you.
Can this help with budget, debt, savings and retirement? Absolutely. We cover all of it—with step-by-step systems to help implement it too.
How often do we meet? In the beginning, we’ll meet regularly to get the plan established and rolling. Then, we’ll schedule quarterly reviews, plus you’ll have ongoing access to your advisor and tools between meetings.
What if I already have a financial advisor? If they’re not healthcare industry-specific, you’re likely missing key strategies. Our process is tailored specifically to your industry. Ask yourself, is it time for an upgrade?
What if I’m not ready to invest yet? Perfect. We specialize in helping associates get ready to invest—starting with debt payoff strategies, savings set-up, and setting clear financial goals.
Will my spouse be involved too? Yes! We provide financial advice for your household—so your financial plan supports your whole life.
How much does the initial consultation cost? The introductory meeting is complimentary, and we’ll be happy to go over your Financial Prosperity Index Assessment results as well on that call.
