1. Engage

Meet the Team virtually or in-person

2. Organize

Work together to begin organizing your financial documents

3. Explore

Understand where you are & potential strategies available

4. Implement*

Review recommendations and begin implementation

5. Manage

Consolidate, view & manage your accounts

6. Track

Check your progress with our planning check-up

The Marathon Planning Method™ is designed specifically for extremely busy physicians who want financial confidence and control. Our Method systematically helps you delegate your financial to-do-list, get organized, and establish readiness for financial freedom and ‘retirement on your terms.’