Broker Check

A Doctor's Economic Lifestyle Video

July 05, 2012

This video explains the process we use to evaluate a Doctor's Economic Lifecycle. Using the GreenBook methodology we are able to evaluate a doctor's current progress on their journey to Financial Independence. After this evaluation, we develop a Financial Plan called a RedBook which is used as a roadmap to guide a Doctor toward achieving their lifestyle and retirement planning goals.  Once Financial Independence is reached we then create a GreenBook Financial Plan to guide a Doctor through the distribution phase for the rest of their life.  Give Fortress Financial Strategies a call at 623-255-5180 to meet with Brett Andrews or check out our website for more details at