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Schedule Your Complimentary call
We offer a complimentary second opinion call for those who’ve completed the 5-Day Financial Challenge. This call is designed to help you tie up any loose ends, ask any remaining questions, or explore more about the resources available through Doctors & Dollars. We know you’ve put in the effort, and we want to make sure you feel confident in the foundation you’ve built for your wealth plan.
Next Steps:
Access our Full Resource Library
If you want to dive deeper, we have a full resource library that includes all the recordings from the Physicians Financial Summit, our comprehensive credit report and scoring guide, and tailored resource guides for every Doctors & Dollars Wealth Wednesday episode. You’ll also get lifetime access to updated resources and guidebooks as strategies evolve with the economy. It’s a powerful tool to help you stay ahead and continue building your financial future.
Stay up to date with the Doctors & Dollars Podcast
Doctors & Dollars also has a podcast where we regularly share updates on finances, along with free wealth lessons and principles. It’s an easy way to build a strong financial foundation while doing everyday things like taking a walk, cutting the grass, or commuting. You can catch an episode anytime on your favorite podcast platform. And honestly, tuning into these episodes will probably do more for your future than finding your next Netflix binge! Follow the Doctors & Dollars Podcast using the links below!
Grand Vision FAMILY OFFICE
INVITATION:
The Grand Vision Family Office was created by Nate and Mike as a trusted resource for their own families — and they’ve decided to open the door, by invitation only, to a select group of physician families who are serious about taking control of their finances. This family office offers access to a top-tier power team, including a tax strategist, investment advisor, CPA, and attorneys — all working together to help you build and protect your wealth.
The application process for the Family Office is unique. We’ve made completion of the 5-day financial challenge a prerequisite because we believe it’s easier to grow wealth than to grow ethics, morals, and work ethic. The challenge gives you a chance to get to know us, our values, and our approach — and it shows us that you’re ready to take action and become a valuable member of this tight-knit community.
If you’re interested in learning more about the Family Office, you can discuss it with Nate during your wrap-up call. Applications open twice a year, in the spring and fall, and we typically have more applications than available spots. So, don’t feel any pressure to pursue it — but if you know you’re ready to take the next steps in buying your time back and securing your financial future, this could be the perfect resource for you.