Strengthen Your Financial Health in Just 6 Days
Uncover the fundamentals of financial vitality & amplify your wealth-building potential with The Vital Checks Series.
Simple Checks With Big Pay Off
As someone in medicine, you understand the importance of charting routine vitals to gain insight into your patient’s health.
Checking your financial vitals is just as important. They reveal the key indicators of your financial health. Tracking your vitals allows you to make conscious shifts in your daily habits, impacting your bank account and bottom line.
Want to have more tools and money-making strategy in your financial future? Here’s how the Vital Checks Series is going to get you there.
Gain clarity on the fundamentals of personal economics. Discover the core elements of financial vitality and how to easily chart your progress to stay on track.
Whether you are still in residency or are already well into your career, begin to organize your finances to meet your goals and foster deeper fulfillment. Set yourself (and your bank account) up for future success.
With helpful worksheets and templates, you’ll begin to break down the organization of your finances into small, incremental steps. Overcome the barriers to progress with easy-to-implement practices.
A Look Inside The Series
Over six days, you’ll receive targeted insight that helps you orient your actions & begin building a financial plan that works for you.
Clarifying Values
Understand priorities & goals as a benchmark for progress
Spend/Save/Give Ratio
Clarify the direction of your financial flow
Net Worth
Determine the balance of your assets and debts
Safety Net
Prepare for hard times to ensure peace of mind & financial security
Investment Plan
Game plan to maximize payout and keep your cool when the market fluctuates
Taking Action
Create an effective system to monitor your vitals and keep your financial goals on track
A Flourishing (and More Organized) Financial Future Awaits
You don’t have to make things up as you go along. This email series details the simple specifics required to build a foundation of financial health. With the details laid out, you’ll have a clearer picture of how to navigate your finances with confidence.
Whether you’re planning to buy your first home or trying to manage your student loan debts (or both!), this series clarifies the path towards long-term success and satisfaction. Discover the core elements of personal finances and begin charting a future where your money works for you.
Ready For A Professional?
Schedule a 30-minute, no obligation consultation and decide if our goal-oriented approach can fit your unique needs. Speak with one of our CFP® Professionals today.