You Don't Have to Be a Millionaire...

You became a physician because you care. You're in the trenches daily, mending wounds, healing bodies, and helping your patients get back on their feet.

It's the rare doc we meet who puts making money above his or her work as a healer. Maybe that's why "retirement" often comes off like a four letter word - and why we love working with physicians.

Helping others matters to you — in a big way. The challenge of a difficult diagnosis... watching children grow into healthy adults... helping people live longer, better lives... That's what it's all about.

And that's why we say you don't have to be a millionaire. It's not about the money. It's about the work you do, the life you lead, and the relationships you cherish.

Whether you're just starting out, or been in practice for way too long, we start where you are... and take you step by step through the often mind-numbing process of organizing your finances, keeping more of what you make, and helping you to enjoy the benefits of financial security.

We take the stress out of money so that you can focus your mental and emotional energy on your family and the ever-changing field of healthcare. Your patients... your kids... your spouse... your community... They need you. We help you plan and strategize your financial security, which frees your mind to focus on those you care about most.

Ours is not a one-shot plan. It's a lifetime relationship that puts you in control of your finances, your business, your estate, and your quality of life.

Here are just a few of the ways we'll help you:

• Build it: If you want to do something you've never done before, you need a plan. We ask all the tough questions to explore your thoughts... uncover your dreams... identify and clarify your goals. The foundation for any built-to-last structure is the plan. Without it, you flounder in an infinite sea of options. With it, we have what we need to build your future.
  
  
• Maintain it: Plan in hand, we define all the buckets into which your money will flow: college plans for the kids... cash flow to fund vacations, home remodel, or "fun" purchases... long term investments to grow with you and your family. We help you fill each of these buckets so you know you'll have enough money... today and for the rest of your life. It's called portfolio management, but what it's really about is keeping you financially fit for life.
  
  
• Enjoy it: Financial planning and management isn't about the money. It's about the confidence of having the money when you need it. Your work as a physician is a top priority. So is your role as spouse, parent, friend and member of your community. Thus, we strive for your freedom... freedom to work on your terms... a quality education for your kids... a beautiful home in a nice neighborhood. And freedom to do locum tenens at Ramstein, surf the breaks in Belize, cycle through the wine country, or relax on the veranda of your waterfront property. This kind of life requires financial security — the certainty that the money you need will be available when you need it.

We know you like a challenge...

But is the challenge of finding money for college or sifting through stock charts really where you want to spend your time?

We think not. Our challenge is getting to know you — your likes, dislikes, tolerance for risk, values, beliefs, and degree to which you want to be involved in the process of managing your finances.

Our work with you is individual, personal, and confidential. We don't work on commissions; we're completely independent of brokerage firms or insurance companies, and we're interested in the well-being of your family.

We take you step-by-step from where you are to where you want to be. It's like taking a guided hike through the woods. We worry about directions, we carry as much of the load as you like, and help you reach your destination.

This is what makes us different. We want to see you be just as successful at home as you are at work.

The Bottom Line...

You didn't spend years in med school, internship and residency for the money. But money IS important to the people who depend on you to provide a comfortable standard of living.

You've already got at least one full time job. It's time to delegate this chore...

It's time to put "Take care of my money" at the top of your to-do list, and let us help you cross it off the list... permanently.

We've created two ways to work with us. Click here to get started now.

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Learn more about us... who we are and what makes us one of the "150 Best Advisors for Doctors".