Financial Planning Step 1

INITIAL VISIT
Find out if we’re a match for you

Learn more about how our service works, understand what it costs, and see how you can benefit.

 
Financial Planning Step 2

WELCOME VISIT
Meet our team and make a great start

Get to know your Financial Advisor, discuss your primary financial concerns and understand how to put our process to work for you.

 
Financial Planning Step 3

E.F.R. VISIT
Get organized to see your finances clearly

We help you cut through the overwhelm by organizing all your “financial stuff” (bank accounts, investments, student loans, insurance, etc.). Our Electronic Financial Record (EFR) helps you and your financial advisor get on the same page and see the big picture  together

 
Financial Planning Step 4

GOAL VISIT
Take time to focus on your future

We take time to help you understand what’s important about money to you, discovering the values that bring meaning to the money in your life. We help set, clarify, quantify and prioritize goals that it takes money to achieve,

 
Financial Planning Step 5

PLAN DELIVERY VISIT
Find out how to make your goals happen

We discuss the details of your financial plans and talk about what it takes to put your plans into action.

 
Financial Planning Step 6

UNLIMITED FOLLOWUP VISITS
Take action to get on track.

Your advisor guides you through each step of your plan, answering questions and resolving issues as they arise. Take advantage of Investment Guidance and Portfolio Management. We coordinate our services with your tax preparer and legal counsel and provide referrals to insurance agents and bankers who offer products prescribed in your plan. Reach out to your Financial Advisor by text, email, phone, videoconference or schedule an office visit whenever you need help with:

 
  • banking
  • budgeting
  • charitable giving
  • disability insurance
  • estate planning
  • income taxes
  • investing
  • life insurance
  • mortgages & HELOCs
  • practice buy-ins
  • self-employment & locums
  • Social Security & Medicare
  • student loans
 
Financial Planning Step 7

ANNUAL CHECKUPS
See your progress and be certain you’re on track.

To keep you on track, your advisor compares the projections in your plan with the results of our work together, so you can make adjustments if necessary.

 

We're here when you need us!

We know doctors don't keep banker's hours, so we make sure we’re available when you are: early mornings, lunchtime, evenings and occasionally weekends. Call, text, email or stop by the office if you happen to be in Oregon. We can serve clients in all 50 states. 

 

Frequently Asked Questions

How do I get started?
Getting started is easy. Request your Initial Visit, then we will contact you within two business days to schedule a time that works for you.

How long does it take?
About four days after you return your Registration Kit, we can schedule your Welcome Visit. After that, the pace of our Financial Security Process  depends on you: how busy your schedule is, how quickly you respond to requests , and how complex your situation is. We like to keep things moving but we refuse to sacrifice quality for speed.

How do I get organized?
You don’t “have to get organized first.” We can guide you through this part of the process, making it easier and more comfortable for you.

What's the next step?
It’s simple: request your Initial Visit.

More  questions? Contact us.