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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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The Myth of The Rich Doctor

A candid conversation about a taboo topic from one doctor to another. 

Written by Vicki Rackner, MD, FACS, with Forward by Enyi Kanu, MBA, CFF

In this book, Vicki Rackner, MD, aims to help other physicians achieve the personal, professional, and financial rewards that first attracted them to a career in medicine. Dr. Rackner is the author of several books, including The New Thriving Medical Practice, a nationally recognized keynote speaker on doctors and their money, and a coach for physicians who want to live their best life.

We give this book to all our clients, and it gives insights into:

  • The outside forces that define your relationship with your income
  • Common financial mistakes that many folks in your industry make
  • Habits to separate you from the struggling physicians
  • A clear process to help you assess your current financial health
  • Defined elements of a successful wealth-building plan


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Client Information Questionnaire (CIQ)

Client Information Questionnaire (CIQ)

To receive a complimentary tax analysis or second opinion, please complete the CIQ below and we will review the results together. 

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The World's First Financial Personality Test

The World's First Financial Personality Test

All Information received will be strictly confidential

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