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Thank you for purchasing an InvestRx Financial Roadmap.

We look forward to learning more about you and helping you conquer your top financial priorities.

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Please complete your financial questionnaire here. This survey should take 5-10 minutes so please give yourself enough time to be as thorough as possible. The more details you give us, the more we’ll be able to help.

If you don’t have time to complete the questionnaire now, that’s okay. We will send you a follow-up email with a link so you can complete it as your own time.

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Within one week after your diagnostic call, you will receive your written Financial Roadmap along with a video from your advisor explaining the reasoning behind their recommendations.

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On the day of your meeting, follow the link in your scheudling confirming to join a Zoom call with one of our advisors. Give yourself about 45 minutes to an hour for this meeting as we will want to get a complete picture of your unique financial situation.

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InvestRx is here to serve you.

We genuinely hope that this Financial Roadmap process helps give you tangible steps to reach your financial goals. As a medical professional, you have enough on your plate. It’s our time to serve you.

If you have questions about the Roadmap process, please contact us.

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InvestRx is a division of Capital Consulting & Asset Management. Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our Disclosure Document (ADV Part 2).

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All types of investing and investment strategies involve risk including the potential loss of principal. Equity investments are subject to market fluctuations. International and emerging markets may be more volatile and involve additional expenses and special risks. Small-company stocks as compared to large-company stocks entail additional risks, and may have greater price fluctuations. Bonds are exposed to credit and interest rate risk (when rates rise, bond fund prices generally fall).

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. An Index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index.

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