Learn how your Atomic Plan can help you confidently catalyze financial freedom.
Your time is in short supply. Between caring for patients, managing staff, and building your practice, it’s easy to get lost in the details and complexity of your finances.
That’s where your Atomic Plan comes in.
Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.
Learn how your Atomic Plan can help you confidently catalyze financial freedom.
Your time is in short supply. Between caring for patients, managing staff, and building your practice, it’s easy to get lost in the details and complexity of your finances.
That’s where your Atomic Plan comes in.
Your Atomic Plan helps you see the big picture of your finances and how various parts impact each other. With it, you’ll have all the information you need to confidently catalyze financial freedom.
Atomic Planning
The nucleus of your Atomic Plan, around which all other particles of your financial life revolve, is made up of your goals for financial freedom.
Your progress is summarized into a single number, approximating the number of years you could sustain your lifestyle goals if you stopped working today.
Taking risks can often represent taking advantage of opportunities. Still, you need to ensure that you’re taking promising risks, not unnecessary and potentially devastating ones.
The right amount of risk for you and your practice is based on several factors including your age, risk tolerance and capacity, and goals for financial freedom.
Risk Particles: Insurance, Investment, Estate, Practice
You can’t improve what you don’t measure. We provide you with the tools, insights, and expertise to ensure you’re not paying more than necessary in taxes or debt payments. This way, you can optimize your cash flow to achieve your spending and savings goals.
Cash Flow Particles: Saving, Spending, Debt, Taxes
Your net worth is a key indicator of your overall financial health. Tracking your progress over time helps provide the motivation and clarity you need to make successful financial decisions.
Net Worth Particles: Cash Reserves, Investments, Practice Assets, Personal Assets
Atomic Planning
The nucleus of your Atomic Plan, around which all other particles of your financial life revolve, is made up of your goals for financial freedom.
Your progress is summarized into a single number, approximating the number of years you could sustain your lifestyle goals if you stopped working today.
RISKS
Taking risks can often represent taking advantage of opportunities. Still, you need to ensure that you’re taking promising risks, not unnecessary and potentially devastating ones.
The right amount of risk for you and your practice is based on several factors including your age, risk tolerance and capacity, and goals for financial freedom.
Risk Particles: Insurance, Investment, Estate, Practice
CASH FLOW
You can’t improve what you don’t measure. We provide you with the tools, insights, and expertise to ensure you’re not paying more than necessary in taxes or debt payments. This way, you can optimize your cash flow to achieve your spending and savings goals.
Cash Flow Particles: Saving, Spending, Debt, Taxes
NET WORTH
Your net worth is a key indicator of your overall financial health. Tracking your progress over time helps provide the motivation and clarity you need to make successful financial decisions.
Net Worth Particles: Cash Reserves, Investments, Practice Assets, Personal Assets
Access to Your Dashboard
Your dashboard puts your business and personal finances all in one place. You'll have access to check balances, track projects we're working on for you, and receive notifications when tasks are assigned to you. In short, all the information that you need to make informed financial decisions will be at your fingertips 24/7.
Learn More
Fee Structure
Advisory Services:
Fees start at $300/mo. and are customized based on the services you receive, complexity of your situation, and our ability to add value.- Atomic Planning
- Tax Planning and Preparation
- Bookkeeping and Payroll
- Accounting
- Estate Planning
- Practice Consulting
- Second Opinions
Investment Management:
0.50% Annually- Portfolio design driven by your goals and objectives
- Written Investment Policy Statement
- Adaptive Portfolio Management
- Disciplined, Evidence-Based Process
- Emphasis on Tax Management and Risk Management
Fee Structure
Advisory Services:
Fees are based on the services you receive, complexity of your situation, and our ability to add value.- Atomic Planning
- Tax Planning and Preparation
- Bookkeeping and Payroll
- Estate Planning
- Practice Consulting
- Second Opinions
Investment Management:
0.50% - 0.10% Annually
- Portfolio design driven by your goals and objectives
- Written Investment Policy Statement
- Adaptive Portfolio Management
- Disciplined, Evidence-Based Process
- Emphasis on Tax Management and Risk Management
Net Worth
Your net worth, and the allocation of your net worth, is a key indicator of your overall financial health.
Tracking your progress over time helps provides the motivation and clarity you need to make successful financial decisions and confidently catalyze financial freedom.
Sed Consequat,
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It is a long established fact that a reader will be distracted
Maecenas Nec
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This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.
Cash Flow
You can’t improve what you don’t measure.
We provide you with the tools, insights and expertise to ensure you’re not paying more than necessary in taxes or debt payments so that you can optimize your cashflow to achieve your spending and savings goals - and confidently catalyze financial freedom.
Sed Consequat,
It is a long established fact that a reader will be distracted
Lorem Ipsum
It is a long established fact that a reader will be distracted
Maecenas Nec
This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.
Vivamus Elementum
This is an Feature List Item that is part of an Feature List. Notice the connector between the three graphics to show that they are related.
