This Is Not Financial Planning.
It Is Financial Coordination.

Most advisors sell you products. We build protocols—the same way you manage airways in the OR.

✗ Want lower taxes? Buy this insurance policy.

✗ Want passive income? Buy this fund.

✗ Want diversification? Buy this alternative.

We do not start with products. We start with protocols:

  1. 1. Diagnosis: Run the Freedom Index—find the bleed
  2. 2. Treatment Plan: Build IPS with specific, measurable targets
  3. 3. Care Team: Coordinate your CPA, advisor, and attorney
  4. 4. Vital Signs: Monitor quarterly, adjust annually

The Treatment Protocol

Like critical care, wealth management needs clear protocols, measurable outcomes, and one person running the code

1. Financial Diagnosis

Freedom Index Assessment (0-100 scoring across 4 dimensions)

Typical Outcome: Most anesthesiologists score 40-70, revealing $150K-$300K in annual optimization potential.

  • Tax drag analysis
  • Passive income gap identification
  • Volatility exposure assessment
  • Coordination gap audit

2. Treatment Plan (IPS)

Investment Policy Statement with measurable targets

Typical Outcome: Clear roadmap to "retirement on the job" with specific milestones and accountability metrics.

  • Tax savings target: $80K-$150K/yr
  • Passive income goal: $10K-$20K/mo
  • Alternatives allocation: 20-30%
  • Decision rules & protocols

3. Tax Coordination

Proactive strategies with your CPA (not reactive filing)

Typical Outcome: $87K average first-year tax savings through coordinated implementation.

  • Augusta rule: $14K-$30K tax-free
  • Cost segregation: $50K-$150K year-1
  • Oil & gas IDC: 70-85% deductions
  • GP/LP structure optimization

4. Alternative Access

Vetted operators only (100+ reviewed, <10% pass our scorecard)

Typical Outcome: $3K-$8K/month in passive income within 12-36 months from cash-flowing assets.

  • Oil & gas producing wells
  • Commercial real estate syndications
  • Private equity (cycle-tested GPs)
  • Private credit & debt funds

5. Care Team Coordination

Quarterly meetings with your CPA, advisor, and attorney

Typical Outcome: $50K-$100K saved annually from preventing drift and misalignment between advisors.

  • Quarterly strategy reviews
  • Proactive opportunity scouting
  • Conflict resolution & decision arbitration
  • One point of accountability

6. Vital Signs Monitoring

Quarterly dashboards + annual comprehensive physical

Typical Outcome: Always know where you stand—no surprises, no drift, clear progress toward independence.

  • One portal = entire financial picture
  • Tax efficiency tracking
  • Passive income growth curves
  • Transparent, flat-fee structure

Ready to Stop the Bleed?

The Freedom Index will show you exactly where you are losing $150K-$300K annually. Most anesthesiologists discover they have been leaving six figures on the table without realizing it.

The typical client sees:

$87K

First-year tax savings

$5K/mo

Passive income within 24 months

25%

Alternatives allocation (was 0%)

No sales pitch. No pressure. Just a clear diagnosis of where your money is bleeding.