How We Work
Your Path to Financial Wellness
Here at Medicus, we've designed a streamlined and collaborative process to empower your financial wellness journey. Check out what you can expect when you partner with us.
1. Initial Consultation
- Our team will schedule a complimentary consultation to understand your unique financial situation, goals, and challenges. This is a chance for you to ask questions and get to know our team.
- We'll gather information about your income, expenses, assets, debts, and risk tolerance.
- Based on your specific needs, we'll recommend a customized suite of services tailored to optimize your financial well-being.
2. Personalized Financial Planning
- Once we understand your unique situation, we'll collaborate with you to develop a comprehensive financial plan.
- Tax Compliance & Planning: Ensure accuracy and minimize your tax burden with efficient tax preparation and strategic tax planning tailored to maximize your after-tax income.
- Retirement Planning: Chart a clear path to a secure financial future with personalized retirement planning strategies designed to maximize your nest egg.
- Other Services: Depending on your needs, we may incorporate services like Accounting Oversight, Payroll Solutions, Outsourced CFO Services, or Bookkeeping Services.
3. Implementation and Ongoing Support
- We'll guide you through implementing your personalized financial plan. This may involve setting up automatic investment contributions, optimizing your practice's payroll processes, or establishing a system for streamlined bookkeeping.
- We provide ongoing support and regular communication to ensure your financial plan remains aligned with your evolving needs and goals.
- We'll schedule regular check-ins to review your progress, address any questions you may have, and adapt your plan as needed based on life changes or economic shifts.
Benefits of Working with Medicus
Physician-Centric Expertise - Our team possesses specialized knowledge of the financial landscape you navigate.
Holistic Approach - We offer a comprehensive suite of services designed to address your financial needs at every stage.
Streamlined Process - We handle the complexities, saving you valuable time and minimizing stress.
Clear Communication - We keep you informed and involved throughout the process.
Long-Term Partnership - We're committed to your long-term financial success.