Financial Planning for MedSales Pros—All On One Page
Finally see your entire financial life on one page.
As a MedSales professional, your time is limited and your finances are complex.
Your Family CFO turns all that complexity into clarity — fast. With your Asset-Map®, you’ll see your entire financial life on one page and know exactly what to do next — no spreadsheets, no back-and-forth, no guessing.
Why MedSales Pros Need Different Planning
Why traditional financial planning doesn’t work for MedSales.
Most financial plans are built for people with steady paychecks and predictable careers. That’s not you. As a medical sales professional, your income spikes, your comp plan changes, and your time is limited. If your advisor doesn’t understand that, your plan will always feel out of sync with reality.
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You’re earning great money, but it doesn’t feel like long-term wealth
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Big bonuses and commissions hit your account… then disappear into life
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Taxes feel like a black box, and you suspect you’re overpaying
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You don’t have a clear Walk-Away Number or freedom timeline — just “keep grinding”
That’s why our planning process is built specifically for MedSales — and powered by Asset-Map® so you can see everything clearly on one page.
Your Financial Command Center
Instead of drowning in portals and 40-page PDFs, we start with a single visual: your Asset-Map®. It’s your financial command center — showing your income, accounts, equity comp, insurance, goals, and priorities on one simple page.
Instant Clarity
See your cash, investments, stock, debt, insurance, and goals mapped visually so you know exactly where you stand.
Priority Based Planning
We highlight the top 3–5 priorities that will move the needle most for your Walk-Away Wealth — not 97 random to-dos.
Faster, Better Decisions
Every strategy we discuss — Roth conversions, bonus deployment, payoff vs investing — is tied back to your Asset-Map® so decisions feel clear and grounded.
Meet the Future of Financial Advice
We believe traditional financial advisors charge too much and offer too little. That's why we built a membership model that provides more value at a lower cost. Our month-to-month structure and quarterly reviews ensure we stay focused on your evolving needs. It’s time for financial planning that puts you first. Schedule a meeting and experience advice tailored to you.
What you get with a Personal membership
A comprehensive financial plan that aligns your values and your money
Quarterly meetings to keep you on track and your plan current
Unlimited investments
Tax planning and projections
Risk mitigation strategies to protect your wealth and your family
What you get with a Personal membership
No commissions, hidden fees or kickbacks
We don’t require you to move your money
No high-pressure sales, we are here to help.
No risk or style buckets. Investments personalized to your plan.
Pulse Strategic Planning System
How our financial planning process works.
We keep things simple, structured, and respectful of your schedule. Most MedSales pros don’t need more homework — they need a clear process and someone to own it with them.
Our quarterly focus map outlines key planning conversations and helps our clients efficiently and effectively navigate the strategic planning process.
Meet the Future of Financial Advice
We believe traditional financial advisors charge too much and offer too little. That's why we built a membership model that provides more value at a lower cost of $550/month per household. Our month-to-month structure and quarterly reviews ensure we stay focused on your evolving needs. It’s time for financial planning that puts you first. Schedule a meeting and experience advice tailored to you.
What you get with a Personal membership
A comprehensive financial plan that aligns your values and your money
Quarterly meetings to keep you on track and your plan current
Unlimited investment management, one flat fee
Tax planning and projections
Risk mitigation strategies to protect your wealth and your family
Free Will and Estate Plan
Our promise to you
No commissions, hidden fees or kickbacks
We don’t require you to move your money
No high-pressure sales, we are here to help.
No risk or style buckets. Investments personalized to your plan.
Ready to see your Walk-Away Wealth on One Page?
If you’re a MedSales professional who’s tired of feeling like your money is scattered and your future is vague, it’s time for a different approach. With Asset-Map® and a MedSales-specific planning process, we’ll help you turn today’s income into tomorrow’s freedom.