Part of your work can involve explaining treatment options. Likewise, a central part of our process involves walking at your pace through possible financial routes. You don’t have to be a financial expert (just like your patients don’t have to be medical experts). However, when armed with a clear understanding, you’ll be empowered to make informed decisions that feel right to you.

Just as you wouldn’t tell a patient that a treatment causes perfect health 100% of the time, we don’t give our clients the impression that financial strategies always work as intended. What we do, however, is help bring your finances into alignment with your desires, priorities, challenges and fears so that we have a meaningful way to measure progress. In this way, we’ll be able to maintain focus on your vision, and we can see when progress, as you define it, is occurring — or if a change is necessary.

Monitoring is a crucial part of your job as a healthcare worker, and it’s one that you don’t leave entirely up to the patient. Once your financial plan is in motion, we’ll conduct regular check-ups and communicate often about where it stands. This communication also ensures that we can make the necessary alterations to your financial strategies when your life inevitably changes.

You have routines set up for checking on your patients, but sometimes they press the “call” button to reach you for something unexpected. We will also have a routine communication set up to check-in — however, you can press the “call” button at any moment. Whether there’s a new birth in the family, you’d like to refinance your mortgage or you have a question about a news story, we are here for you. We are always available, and we love to hear from you, even if it’s not money-related. We always have your back and believe we are all stronger together.