Sixty Minutes of Clarity. Zero Obligation.
Before the call itself, we ask for a brief five-minute assessment — so the conversation opens where it should, with your specific situation, not generic questions. Complete it below and schedule your session at the end.
What the Session Covers.
We'll map your current financial structure — entity setup, tax strategy, investment approach, benefits — and identify where coordination is missing or where fragmentation is showing up as cost. If the Locum Wealth System is a fit for your situation, we'll outline what a coordinated strategy would look like for you specifically and introduce the specialists who would execute it. If it isn't a fit, we'll tell you plainly. No pitch. No obligation.
Three Situations Where This Session Creates the Most Value.
You’re About to Start Locum Tenens
The decisions you make before your first contract — entity structure, tax elections, benefits setup — determine how that first year goes. Starting with the right structure is dramatically less expensive than fixing the wrong one.
You’re Already Working but Something Feels Off
The income is good, but the taxes are higher than expected, the entity structure feels uncertain, and you’ve been meaning to get a second opinion. That instinct is usually correct.
You Want a Plan with a Specific Destination
You’re not looking for generic advice. You want a financial independence target, a realistic timeline, and a coordinated team accountable for getting you there.
What to Have Ready.
You don't need to prepare anything formally. Having these in mind will help us make the most of our time together.
- Your most recent tax return (or a general sense of your income and tax situation)
- A list of your current financial professionals (CPA, financial advisor, insurance broker)
- Questions about your current entity structure or the one you’re considering
- A general sense of your financial goals and timeline
- Any specific concerns or pain points you’d like to address
Tell Us About Your Situation.
Five minutes, seven short sections. You'll schedule your sixty-minute session at the end.
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Common Questions About the Strategy Session.
Sixty minutes. We’ve found that’s enough time to understand your situation, identify the key gaps, and outline what coordination could look like — without rushing or dragging things out.
No. The strategy session is free. It’s designed to give you clarity on your current financial structure and help you decide whether coordinated advisory is the right fit. There’s no obligation and no sales pitch.
The session is led by a senior advisor who understands the full Locum Wealth System. They’re there to listen, analyze your situation, and provide honest guidance — not to sell you services.
That’s completely fine. Many physicians use the strategy session as a diagnostic — to understand where they stand and what the opportunities are. You can act on the insights whenever you’re ready.
Absolutely. Financial decisions affect your household, and we encourage both partners to be part of the conversation. The session works just as well with two participants.
If the fit is right, we facilitate warm introductions to the specialists most relevant to your situation — each one already briefed on your goals. If it’s not the right fit, we’ll tell you honestly and point you in the right direction.