Our Strategic Financial Analysis Process in Six Simple Steps:

We gather data and detailed information on your present financial situation with the objective of understanding you and your goals. We work to define and understand your time frame for results and discuss your attitudes towards risk.

We clearly explain or provide documentation on the services to be provided to you, as well as define our responsibilities. We explain fully how we implement our plans, how decisions are made, and how we are paid.

We analyze your information to assess your current situation and determine what you must do to meet your goals. This usually includes analyzing your assets, liabilities, and cash flows, and/or examining your current insurance coverage, investments, and tax strategies.

We present strategic planning recommendations that address your unique goals and needs. We review them with you in depth so you can make more informed decisions. In doing so, we are able to listen to your concerns and revise the recommendations as appropriate.

We work together to agree on how the recommendations will be carried out. We will assist in carrying out the recommendations or serve as your “coach,” coordinating the whole process with you and other professionals, such as attorneys or CPAs.

We monitor your progress as you move towards your goals. At your request, or on a periodic basis, we meet or report to you with a review of your situation and adjust the recommendations, if needed, as your life changes.

Find out why physicians trust MEDIQUS Asset Advisors. conatacus