These days you can do just about anything from your phone or computer.
The world we live in is becoming more and more efficient as companies utilize technology to bring their services directly into your home or office.
Over the last few years, we have seen this phenomenon begin to take hold in the healthcare field through newly developing telehealth services. You are able to video chat with a physician, receive a diagnosis, and fill a prescription all from the comfort of your own home.
Mindfulness apps and virtual counselors have spearheaded a new movement into mental wellness. And virtual trainers and dietitians have been able to create custom plans for their clients all over the world.
Technology has made expert advice more accessible than ever before, and our society is beginning to reap the benefits. So why stop there? Having easy access to your financial wellness and goals should be just as easy.
After physical & mental wellness, financial wellness is one of the most impactful traits a person can have. Financial wellness doesn’t mean having the most money or the highest paying job; it means having the assets necessary to maintain your desired lifestyle for as long as you live.
Financial wellness is about planning. It’s about taking small steps now so that you are able to minimize financial stress down the road.
Life will always throw you curveballs, but the goal is to be mentally and financially prepared when they come.
The Benefits of Preventative Care
Much like a physical injury, once a financial emergency hits, the recovery tends to be long and painful. However, if the individual or company had taken the time to prepare and condition themselves, the mishap could have been avoided altogether.
Think of financial planning as preventative medicine.
Creating an emergency fund, purchasing life insurance, starting a college fund, or preparing for retirement are all daily activities that you can incorporate into your life that will protect you from stress and financial hardship in the future.
But none of this is helpful without a tailored plan.
The Importance of a Custom Plan
Think of it this way. If you were a physical therapist and you had someone come to you complaining of back pain. Would you answer with “Well, stretching works for most people. Some exercise will probably help too.”
Absolutely not. That’s because each of your patients has a different root cause of the pain, a different mentality about how to fix it, and various physical limitations.
Instead, you would take the time to ask your patient questions about their pain, discuss what they have done to address it, and complete a physical examination to confirm your diagnosis. Then you would create a custom plan for their rehabilitation.
This same approach should be taken with financial planning. No two people have the same financial situation, education, or mentality about money. Every person needs a custom plan tailored to their position and plan for the future.
The New Way to Receive a Financial Plan
Much like the healthcare industry, the financial industry has evolved around telecommunication technology. It’s now possible to get a comprehensive financial plan from your own home or office, without signing any long-term contracts, and for an extremely affordable price.
With the InvestRx Financial Roadmap, you get a 1-hour diagnostic call with a licensed Financial Advisor. You will discuss your current financial situation, and choose 3 main goals that you have for your money.
This could be paying down student loans, saving for a new home, creating a charitable giving plan, preparing for retirement, or anything else that may be on your mind.
After your call and data-gathering period, your advisor will put together a detailed report containing your current financial info as well as actionable steps to help you reach your goals. We’ll also include a video of your advisor walking through the plan and explaining their rationale so that you always have something to reference.
Most advisors charge thousands of dollars for a comprehensive financial plan, but we’re proud to offer the Financial Roadmap for only $249.
Don’t fall victim to an unforeseen financial hardship. Take preventative action now and book an InvestRx Financial Roadmap today.
InvestRx is Here To Help
At InvestRx, our mission is to give healthcare professionals peace of mind through relevant and helpful financial advice. If there are topics that you would like to know more about, or if you have a specific question for one of our advisors, please don’t hesitate to reach out.