Who We Serve | Econologics Financial Advisors

Who We Serve:

The Practice Owner’s Household

Run Your Household Like a Business

A woman vet consulting a dog


A physiotherapist helping patient to do exercise on fitness ball in physio room.

Physical Therapists

At the dentist. Male dentist is showing a dummy jaw to patient in chair


Optometrist examining male patient on slit lamp in ophthalmology clinic


Doctor pointing anatomical spine in medical office


Man doctor with a black stethoscope with a doctor team in the background

Other Medical Doctors

As a healthcare professional, you spend long days caring for patients and their families. As a private practice owner, you oversee a multitude of business details. As if that weren’t enough, you also watch over the personal financial security of your household. 

A doctor and and a woman assistant smiling at the camera

You deserve to be in control of your financial future and reap the benefits of your hard work. No matter what phase of ownership you are in, it is essential to have a guide along this journey to navigate the business lifecycle successfully.

We understand the unique needs of practice owners.

That’s why we begin by helping you run your household like a business – to be profitable, solvent and protected. With this mindset, your household becomes the parent company to every other asset you own: your private practice, your real estate, retirement plans, and any other businesses or valuable assets you own. This concept provides the basis for all financial planning decisions to benefit the household members and their most valued goals.

Traditional financial planning has never defined the optimum financial condition a practice owner household should be experiencing in terms of “financial success” – UNTIL NOW. 

Financial Success for a Practice Owner Household is defined as a financial condition in which:

There is an abundance of income from multiple sources that cannot be outlived

There is no bad debt

Virtually all assets are reasonably protected from loss including taxes, inflation, and lawsuits

The business is profitable, sustainable and transferable

And time is free to pursue other life goals

Every practice owner needs a financial advisor who understands how important their business is to their household, stands by them when times get tough, holds them accountable, and guides them. We want to be your guide. Our goal is to empower you to make the best financial decisions that will lead to an optimum financial experience along the path of practice ownership.

The Econologics team has guided more than 600 practice owners like you to navigate financial opportunities and roadblocks along the path of ownership. Our Results-Based Financial Planning® system helps uncover the value of your hard work, enabling you to live life on your own terms.

This isn’t a journey you should travel alone. Get a financial plan built specifically for your unique needs so you can have financial confidence and control.
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