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 Do Our Best Work For…

Key Employees & Business Owners in the MedTech Industry

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

Established Professionals

Annual household income of 250k+ or net worth of 1 million+. We offer services for retirees, founders, and ambitious professionals.

Motivated Delegators

Those who value the help of a team of specialists, so their finances are no longer a stressor.

How it works

Vision Call

During this 45-minute call our objective is to gain a complete 360-degree perspective of your life and finances. We want to know about your financial vision, goals, and answer any questions you may have.

The last 15 minutes of this call will be dedicated to gathering information to create your complimentary financial plan that will be delivered during the Direction Meeting.

Direction Meeting

In this 1-hour meeting we will confirm your vision and present a plan that aligns your capital with your values and goals. We will also discuss how we will work together, the next steps, and answer any additional questions.

At the end of this process, we will simply ask you to think about it. You should feel certain that we are the right financial partner for you, and that working together fits with your personal vision for the future.

Focus Meeting

If you would like to move forward with us for Financial Independence Planning, we will begin the onboarding process.

Once you are a client, we will schedule a 1-hour Focus Meeting to begin implementing your financial plan.

STEP #1:

Schedule A 45-Minute Vision Call

Not Ready To Schedule A Call Yet? That’s okay!

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