At Triage Financial, we offer more than advice — we provide clarity, structure, and strategy across every corner of your financial life. Whether you're just starting your career or running a thriving practice, our comprehensive approach helps identify gaps, reduce risks, and build lasting wealth.

Here’s a detailed look at what we help with — so you can see where you’re strong, and where we might be able to help.

🔒 Asset Protection
Safeguarding your income, assets, and family against the unexpected.

• Disability insurance (individual and GSI programs)
• Life insurance (individual, group, and executive strategies)
• Liability Insurance Review
• Health, malpractice, and long-term care coordination
• Emergency fund strategy
• Risk tolerance and stress-testing analysis

💵 Cash Flow & Savings Optimization
Creating control and confidence in how money moves through your life.

• Budgeting strategies for high-income professionals
• Cash flow mapping using The Living Balance Sheet®
• Emergency and opportunity fund planning
• Student loan analysis (including PSLF and refinancing options)
• Debt payoff strategies
• Lifestyle vs. savings tradeoff planning

📈 Wealth Building
Strategic accumulation of assets aligned with your career, goals, and risk profile.

• Investment strategy design
• Tax-efficient investment allocations (qualified vs. non-qualified)
• Retirement account analysis: Roth, 401(k), 403(b), SEP, etc.
• College savings (529 plans, custodial accounts)
• Practice equity and real estate investment analysis
• Ongoing portfolio reviews and rebalancing

🏦 Practice Owner & Business Planning
Tailored strategies for those who lead and own their practices.

• Entity structure planning (S-Corp, LLC, etc.)
• Owner compensation design
• Retirement plan design (Cash Balance, Solo 401(k), etc.)
• Business continuity and succession planning
• Buy-sell agreements and key person insurance
• Practice sale or transition planning

📜 Wealth Distribution & Legacy Planning
Helping you preserve, protect, and pass on your wealth with intention.

• Retirement income planning
• Tax-efficient withdrawal strategies
• Charitable giving strategies
• Basic estate planning education and coordination
• Trust and will integration with estate attorneys
• Family wealth conversations

🤝 Collaboration & Ongoing Support
Because true planning isn’t one-and-done.

• Coordination with your CPA, attorney, and other professionals
• Access to The Living Balance Sheet® for real-time financial organization
• Regular review meetings to adjust your strategy as life evolves
• Concierge-style service from our team to keep you moving forward

Not sure where to start? Most of our clients begin with a conversation — not a contract.
Schedule a call and we’ll help you identify what’s most urgent, what’s most valuable, and what comes next.