Thank you for purchasing an InvestRx Financial Roadmap.
We look forward to learning more about you and helping you conquer your top financial priorities.
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.
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.
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.
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.