You’re Capable of so much! You’ve made it through school. Your career is taking off. The next step is focusing on your financial life!
We help young physicians and dentists in the early stages of their careers build wealth in order to live their dream life. We create clarity by simplifying complex topics, and design a road map of meaningful steps you will actually be able to take. No, you aren’t going to receive a 100-page “plan” with days worth of reading, charts you don’t understand, and a laundry list of “to-do’s.”
We will connect according to your preferred method: Phone call, video call, or good old-fashioned face-to-face, in-person meeting. No more fighting through traffic to visit an out-of-the-way office.
Comprehensive Financial Planning
Each client that partakes in comprehensive financial planning will receive a unique experience, tailored to their needs. Over the course of several meetings we will set out a vision of what you want most in life, and create a plan of how to achieve that vision. It begins by defining your personal vision for your dream life. This may sound daunting if you’ve never gone through this type of exercise, but don’t worry, we will help you along every step of the way.
Next we work toward creating a picture of your current situation, establishing and prioritizing actionable items that will help you begin to build toward your dream life. The key is to create a road map that provides a clear path toward achieving what is possible. As we make progress we continue to monitor and adjust as your situation changes; maintaining forward momentum and keeping you on target.
For more detailed information, download our Service Guide booklet.
Interested in engaging with us and working on 1-2 pressing needs? You can sign up for a 90 minute quick-start meeting designed to provide you solutions to the biggest problems that are currently keeping you up at night. During this meeting you will be able to have an open discussion about the most pressing topics in your life that you are interested in working through.
After the meeting you’ll come away with answers to the difficult questions you have. You will also receive a summary analysis of the situation with a detailed assessment and recommended action steps.
The Capable Wealth Process
Everyone is at different stages when it comes to their financial life. I get that. To accommodate this, I don’t have a rigid process that everyone must follow; I tailor it to your needs. However, there tends to be a general flow, and it often looks something like this…
Free Introductory Meeting: Getting Acquainted And Getting Excited!
Interested in connecting? We can spend some time getting to know each other to make sure we are a good fit. This is a journey we’ll be on together, so we have to make sure we’re both excited to work with each other before we begin.
First Official Meeting: The First Step On Your New Journey
What prompted you to take this next step? What do you want to accomplish? What does “success” look like to you? We’ll gather all of the relevant info necessary to build out the roadmap to your dream life.
Getting Organized And Gaining Clarity
If you’re like most people, you have a bunch of accounts, forms, and info scattered around in different places. We’ll pull your info together to get organized and provide a picture of your current situation.
Brainstorming and Planning
I will take all we have discussed and build your roadmap. Once we have a good vision we will pick specific action steps that we can begin taking. To help make the process manageable, no more than 1-3 tasks are chosen at a time.
Staying Accountable And Making Adjustments
As we take care of action items, we will replace them with new items, helping to keep the process moving forward. Life will change. Whether you are transitioning jobs, getting married, or even having a baby, we need to be prepared to make adjustments along the way. These adjustments ARE the financial planning process. It’s a journey, not a one-time meeting.