You | Your Life | Your Finances
Caring for Every Aspect of Your Wellbeing
This is a space where the focus is on you, what brings you meaning and what is important to you.
We’re here to simplify the complex, to help bridge your life with your finances — so you can experience a greater overall sense of peace, clarity and lasting stability.
You give your time and heart to your work, continuously giving a part for yourself for the benefit of others. We understand that your time and headspace is limited — but that you strive to place as much attentiveness as you do with family and patients towards your ambitions and future.
Our Collaborative Process Looks Like This:
Before we decide to work together, let’s first have a preliminary talk to see if we’re a good fit. This can be over the phone, in person or online according to your preference.
We’ll Get to Know
When caring for patients, you know there are certain protocols for every need but that each person has their own distinct physical and emotional needs. Similarly, understanding your personal desires, priorities, challenges and fears helps us see how to best approach your financial life. If you want to get a head start, take the investment risk score assessment.
You’ll Understand All of Your Options
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.
Together, We’ll Set Expectations
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.
Our Team Will Regularly
Monitor Your Finances
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.
Availability Means We’re
Always Here For You
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.