At Money Insights, we specialize in helping physicians go from high income to high net worth. In our acclaimed ebook Money Insights for Physicians you will be introduced to the financial concepts, tools, and strategies we use to help physicians secure their financial futures.
One of the challenges high income earners face while trying to grow and protect wealth is knowing and keeping the score! Let us introduce the Financial Freedom Factor Score (ie F3 score) from Money Insights!
The F3 Assessment is a short 15 question quiz that has been strategically designed to not only help you get a high level understanding of where you are along the roadmap to wealth, but also to help you determine the action steps that need to be implemented in order to take things to the next level and ultimately to move from high income to high net worth!
For a limited time, we're offering an F3 Assessment at no cost to you! Simply request an appointment when downloading your copy of Money Insights for Physicians.
My experience in working with Christian and Rod has been terrific. They both are extremely knowledgeable and provide outstanding service. After taking the time to get to know me, my family, and our objectives, they have patiently informed and advised in a way that is tailored to our personal situation and family objectives. Thank you!
Ian Kurth, MD
Partner - Radiology Associates of Nassau
Christian and Rod are amazing to work with, they helped to make a complicated idea into a simple solution, for us! We are quite skeptical of new concepts and required a considerable amount of education prior to making our decision, through it all Rod and Christian were very patient and accommodating through the whole process. Thanks Rod and Christian, we are looking forward to a long and fruitful working relationship!
Ben Jensen, DDS
Owner - Ben Jensen Dentistry
It's been a pleasure working with both Christian and Rod. They are super responsive to any of my emails or phone calls, they are very clear and specific in their answers to any of my questions, and I feel they have directed me to make sound financial decisions for me and my family.
David Nidorf, MD
Emergency Medicine - Nuvance Health