Broker Check

Planning Method

The Marathon Planning Method™

Our goal is to make the complex world of finance simple and easy to understand so you can make more informed decisions with confidence and take control of your financial future.

1. Engage

Meet the Team virtually or in-person

2. Organize

Work together to begin organizing your financial documents

3. Explore

Understand where you are & potential strategies available

4. Implement*

Review recommendations and begin implementation

5. Manage

Consolidate, view & manage your accounts

6. Track

Check your progress with our planning check-up

The Marathon Planning Method™ is designed specifically for extremely busy physicians who want financial confidence and control. Our Method systematically helps you delegate your financial to-do-list, get organized, and establish readiness for financial freedom and ‘retirement on your terms.’

Schedule A Stress & Obligation-Free Introduction

Thank you!