Plan

InvestRx® Financial Roadmap

 When you’re sick, you go to the Doctor.

When you’re struggling to unravel a web of financial decisions, you come to InvestRx®

The Financial Roadmap is your prescription for a more content financial future. 

 

What You Get

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Diagnostic call with a dedicated financial advisor

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An easy to understand financial plan tailored to your goals

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Video recording explaining your plan

What financial decision is weighing on you?

If you’re like most people, you have a web of financial decisions to make and struggle to prioritize them. You get overwhelmed and end up pushing these decisions back so you don’t have to deal with them.

Whether it’s paying down student loans, planning for a major life event or building a safety fund, creating a plan to conquer these goals is a daunting task.

How will you know what’s possible with your current savings rate? Will it get you the life you’re hoping for?

Get Started

Step 1:

Book your complimentary Diagnostic Call

Just like you’re not able to help a patient without knowing the root of their ailment, we’re not able to give you good financial advice without getting to know you first.  

On our complimentary Diagnostic Call, we’ll discuss:

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Your current financial situation

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Your financial goals

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The roadblocks standing in the way of those goals

This call is designed to be casual, so don’t worry about having everything prepared. We’ll let you know what we need to complete your Financial Roadmap after the call.

Step 2:

Gather your financial information

After your Diagnostic call, we’ll send a questionnaire that will dive into the details of your financial situation. This will give us the tools to deliver the custom advice that you deserve.

In this questionnaire, we’ll ask you about:

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Your financial goals

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The values and types of your accounts

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Your loan amounts and interest rates

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Your income and spending habits

It may take some time to complete this form, but please be as detailed as possible. The more information we have, the more accurate your plan will be.

And don’t worry. We know your financial information is private and promise to keep it that way.

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Step 3:

Delivery

Within 1 week after you submit your financial questionnaire, you’ll receive your completed Financial Roadmap, along with a video from your advisor walking you through their recommendations.

To see a full sample Financial Roadmap click here

The Financial Roadmap Delivers

Gain Clarity on Your Financial Goals
Talk to one of our advisors about your web of financial decisions, and we’ll help you narrow down the 3 areas where you should focus right now. 

Receive A Plan with Clear Next Steps
Your advisor will create a simple financial plan based on your goals — outlining tangible steps to help you get there.

Assess Your Security as a Healthcare Professional
In addition to your life and savings goals, our advisors review common obstacles for healthcare professionals and help you prepare to withstand them.

Get All of These Benefits For Only $249

Answers to Your Biggest Questions

Student loans

Emergency fund and savings

Large purchases, like a house, car or dream vacation

Life events, like having kids, getting married or moving

Retirement

Insurance needs