Schedule a Free Vision Call

A 3-step process to get clarity on your finances and make sure we’re a good fit.

Our calls are always relaxed and pressure-free.

We Work With…

Key Employees & Business Owners in the MedTech Industry

Managers, founders, executives & engineers in Medical Technology companies who want financial freedom.

250k – 1M+

Annual income of 250k+ or net worth of 1 million+. We offer services for retirees, mid-career employees, founders and ambitious young professionals.

Ongoing Partnership

The help of a financial professional instead of doing it alone.

How it works

20-Minute Vision Call

Schedule a 20-min call to learn about your biggest financial concerns, vision & goals.

We want to make sure we are the right financial partner for you. If we aren’t, we will happily point you to the right person.

1-Hour Direction Meeting

This is where we help you clarify your direction and begin to form a plan to align your capital with your values and ideals.

Our objective is to gain a complete 360-degree perspective of your life and finances during this one-hour meeting.

Focus Meeting

With your plan complete, we will have another 1-hour meeting to deliver and review our recommendations.

We will explain exactly where we can focus our efforts to take your best next step based on your situation.

STEP #1:

Schedule A 20-Minute Vision Call

Thinkabout it!

At the end of this process, we will simply ask you to think about it.

You should feel certain that we’re the right financial partner for you, and that working together fits with your personal vision for your future.

If you decide that we aren’t a good fit, we will happily help you find another professional and part ways as friends.

Ready to Get Started?

Book a Free Vision Call to take the First Step.

Our calls are always relaxed and pressure-free.