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.’
