Here are a few of the organizations whose professionals we’ve worked with:
Strategies
Here are a few ways we create Walk Away Wealth
Use bonus surges to fund real assets
Big quarter? Deploy the surplus into appreciating assets—like a down payment on investment property or dollar-cost averaging into your long-term investment portfolio—rather than letting lifestyle creep eat it.
Exit ready tax strategy
Build a proactive tax reduction plan (think Roth conversions, 401(k) mega backdoors, and capital gains harvesting) so when it’s time to walk away, Uncle Sam isn’t walking away with your wealth.
From 401(k) choices to insurance and deferred comp plans, a medical sales-focused advisor helps align your company benefits with your life goals—while keeping an eye on burnout, transitions, and early retirement planning.
Align benefits with personal goals
Our Process
It's easy to get started.
Introduction
This is a 30-minute call to explore
how we can enhance your financial health. We'll discuss aligning your goals with our services, which are specifically designed for medical sales professionals.
Discovery
After reviewing your details, let's ensure we're precise on every aspect, clarifying any uncertainties to craft your initial action steps. Tailored for professionals, our goal is to build a solid foundation for your financial strategy.
Action Items
We'll navigate your financial plan together, focusing on actionable steps. By discussing and prioritizing tasks, we'll ensure a clear path forward for your financial well-being.
Monitoring
We'll maintain regular engagement with monthly check-ins, semi-annual meetings, and continuous planning throughout the year, ensuring a comprehensive approach to your financial health that leaves no detail overlooked.
Process
Interested in working together?
01
Get Your Free Financial Assessment
Learn how we can help you lower taxes, invest smarter, and make work optional.
02
Think About It!
Review your Financial Assessment and decide if we are the right fit.
About Pulse
What we offer
02
The Pulse Difference
Financial Planning professionals helping medical sales professionals with high incomes.
What You Get
✅ Transparent, Fair Pricing
✅ Customized Financial Advice
✅ Fiduciary Financial Advisor
We Will Never
❌ Charge Hidden Fees
❌ Use Cookie-Cutter Solutions
❌ Hide Conflicts of Interest
03
Our Only Fee. Seriously.
$550 monthly flat fee ($6,600 annually) per client household.
Success Stories
Success Stories
How our work can help
Thomas
Thomas has been a successful pharmaceutical sales executive for more than 25 years. He is thinking about early retirement between 60 and 65, but he’s not sure if it can be done or where the money will come from. He knows he needs some help putting it all together.
Success Stories
Success Stories
How our work can help
Our Process
United in Excellence: Showcasing
Our Client Collaborations