As a medical sales professional, you focus on what matters in your work, setting goals and achieving them. While doing this successfully, your to-do list can get long and overwhelming, and the thought of setting aside time to organize your own finances can fall to the bottom of the priority list. That’s not good if you want to plan for the future. Consider these questions: • Are you focused on hitting sales goals or achieving earnings goals at the expense of organizing your own financial planning needs? • Do you struggle to manage your variable compensation, benefits and RSUs in a consistent and confident manner that supports a long-term strategy for your life and finances? • Do you wish your financial life was simpler, your taxes lower, and that your investments and 401(k) work just as hard as you do? If you answered “yes” to any of these, I’m here to help. With over 27 years of experience, I understand how spending time on areas outside your sales work often gets neglected, including wealth management. I’m here to fill in the gap for you. Just DM me!