You have spent years working and studying to be fully equipped to keep us healthy and return us to health when things go awry. We appreciate your dedication so we've done the same for your financial wellbeing.
PFP's work with medical professionals follows a process that is not so different than your work with your patients.
Intake - we ask questions up front to have background on who you are, what you are looking to accomplish, and what resources are available to achieve those desires.
Diagnostic - we run financial lab work to see whether there are areas of concern that need to be addressed immediately. We run tests to determine what financial path you are on. This may be a stress test on your retirement plan or an MRI on your investment portfolio.
Prescription - we make recommendations for changing your financial lifestyle as well as for "medication" when appropriate to improve and protect your financial wellbeing.
Well visits - We check in with you regularly to ensure that any life changes are built into your financial wellness plan and to address any new concerns that appear on your financial lab work.