Prospective Client Interview
Sign Engagement Letter
Roles and costs are clearly defined.
Your official welcome to PFG. Once signed, our team gets to work immediately.
Your First Three Months
Client Discovery & Financial Philosophy
You share your financial picture and goals. We align on strategy and gather your investment statements.
Building Financial Systems & Strategy
We walk you through the financial systems built for your practice and confirm the strategy we'll execute together.
Retirement, Investment & Insurance Onboarding
Your investment accounts are opened, transfers are initiated, and insurance coverage is confirmed.
We set up your accounting, tax, and payroll systems, which forms the foundation of your entire financial plan. You join three essential calls to learn your part in this process.
New Client Onboarding Call
Doctor Tax Guide Review Call
Financial Statement Review Call
Recurring Care
Annual Process
From here, the plan repeats every year, kept current by four touch points.
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Annual Financial Planning Consult
Your comprehensive, strategic financial plan created, reviewed and updated, and set in motion for the year ahead.
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Consult Follow-Up
We finalize your plan and ensure every strategy is locked in and moving forward.
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Investment Review Call
A dedicated review of your asset allocation, investment strategy, and alignment with your long-term goals.
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Financial Plan Check-In Call
We revisit your plan, review your progress, and adjust for any changes in your life or practice.
Accounting & Tax
Two more processes that keep your numbers current, handled by your accounting team behind the scenes.
Annual Tax Cycle
After proactive and strategic tax planning, we file all personal and business tax returns.
Monthly Financial Statements x12
Creating 'real time' management of:
- Proactive tax planning
- Cash surplus plan
- Practice performance (P&L)
Financial Independence
Every call, cycle, and check-in is one coordinated effort,
designed to keep you on the path to financial independence.