Other Owners

Experience the Econologics Financial Advisors Difference

When it comes to your financial success, you can’t afford to follow cookie cutter financial advice. Plans that don’t incorporate your practice into the financial planning conversation fall short and generally miss the mark when it comes to maximizing practice value, building personal wealth and preparing for retirement. You don’t want to discover too late that your planning efforts were inadequate, leaving you with a less than optimum retirement experience. EFA knows the pitfalls practice owners fall into when they do not have a financial plan built specifically for their needs.

Our system takes the guess work out of planning

Experience the difference of an exclusive financial planning process and an advisor who understands your practice and is with you every step of the way.

Our approach is different because that is what you need.

Our Process

As a Practice Owner You Need a Financial Plan

Built Specifically for You

Step One: Get Your Plan

Start with a financial plan that is tailored to your needs as an owner. The trap is thinking that traditional financial planning will suffice. Don’t fall for it! You are not like everyone else. Get a plan built for you!

Step Two: Implement Your Plan

Now it’s time to put your plan to work! Your advisor will help you implement your plan and keep you on track toward your financial goals by providing continual expert guidance throughout the year and renovating your plan annually to keep it up to date.

What Our Clients have to Say

Schedule a Call

I always wanted a financial detailed plan targeted towards practice owners. We work in a unique industry that is not often understood by many. The barriers from insurance companies, to reimbursement complexity, to employment issues can be overwhelming. Econologics has provided me with very specific tools to improve not only my own economic future but also the health of my practice. I have learned how to protect assets, run my household like a business, how to pay myself effectively (and why I deserve to!) and so much more. I now understand the true benefits of life insurance policies, investing in commercial real estate, and the importance of continuing to invest in myself. Thank you very much for this opportunity. I hope to share it with many of my colleagues.

Dr. Amy Downing P.T.

Value of the FSG for Practice Owners

This all-in-one reference guide for a Private Practice Owner includes vital information regarding reorganizing practice AND household finances to achieve ultimate financial success.

Here's what You'll Learn:

The BARRIERS to achieving your practice and personal goals and how to remove them
How to measure the viability of your practice with the TOP 7 metrics that can dramatically affect your bottom line
The major reason why you feel like a slave to your business and how to take back CONTROL
Why traditional financial plans for practice owners FAIL and what is actually missing
How to EXIT your business with ease and come out on top when you are ready
Access to an exclusive TOOL to help owners check their current financial health in 9 areas of their financial life
And so much MORE…