Steps to allow us to guide you

It all starts with a simple conversation.

1 - Schedule a Conversation

A time for us to visit and get to know one another.

2 - Get Clear on Priorities

Work together to figure out what is really important to you.

3 - Align Money with Priorities

Make decisions together moving you closer to your priorities.

About Collaborative Advice

When it comes to making financial decisions, many physicians feel unprepared to make these important decisions that affect their personal and business financial well-being now and in the future. Too often, they work with limited time constraints and financial education while facing aggressive financial product sales representatives. Collaborative Advice helps physicians make informed financial decisions without feeling like a target.

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Schedule the Conversation