Here are a few of the organizations whose professionals we’ve worked with:
You Work Hard, Earn Well —But Something is Still Off
Let’s Be Honest — If You’re Earning $175K–$650K and Still Don’t Feel in Control of Your Wealth, That's a Problem.
Does Any of This Sound Familiar?
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You make top 1% income, but your wealth hasn’t grown like it should
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Commission variability makes planning harder than it should be
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You suspect you’re overpaying in taxes, but don’t know how to fix it
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Your advisor doesn’t really “get” your MedSales compensation
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You want a clear roadmap to be work-optional — not just “save more” advice
You deserve a plan that matches the effort you put into your career.
Mistakes
3 Costly Mistakes Medical Sales Pros Make
High Income isn't Wealth
Making $200K+ doesn’t mean you’re building wealth. If your money isn’t working harder than you are, income is just a treadmill.
Overpaying in Taxes
If you’re not proactively planning taxes around commissions, bonuses, and benefits, you’re donating money to the IRS.
Saving “a lot” is not a strategy. Without a defined Walk-Away Number and timeline, you’re just hoping it works out.
No Clear Walk Away Plan
Traditional Model vs. Our Approach
Most Advisors
Most advisors charge 1% of assets
“One-size-fits-all” planning
Fees increase as your wealth grows
Incentive to keep you fully invested
May discourage paying down debt
Fees often buried in fine print
Pulse Wealth
Transparent flat fee: $6,600/year
Built exclusively for MedSales Professionals
Fee stays the same - keep more of your gains
Unbiased advice on when to hold cash
Honest guidance on debt vs. investing
100% transparent - know exactly what you pay
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
The Walk Away Wealth Method
1. Discovery Call
We listen first. Share your goals, concerns, and questions. We'll explain our approach and answer everything candidly. If we're not the right fit, we'll tell you—and often point you to someone who is.
You'll know: Whether our philosophy aligns with your values
2. Comprehensive Analysis
We collect your data and map every aspect of your financial life. Assets, liabilities, cash flow, tax situation, insurance, estate planning. You'll see it all visualized clearly, often for the first time.
You'll know: Whether our philosophy aligns with your values
3. Your Personalized Strategy
We present clear recommendations backed by academic research. No jargon. No product sales. Just honest guidance on investment strategy, tax efficiency, retirement planning, and risk management.
You'll have: An actionable roadmap you fully understand
4. True Partnership
Regular meetings. Proactive guidance. Strategy adjustments as life changes. Unlimited questions answered. All for a transparent annual fee that never increases with your wealth.
You'll experience: Financial confidence without the nagging question of hidden motives
What We Do—and Why It Works
Most advisors hand you a binder and a promise.
We hand you clarity, a strategy, and accountability - build for how MedSales Pros actually earn.
No fluff. No jargon. Just what actually builds real wealth.
Financial Planning for MedSales Pros
Your financial command center — where your money becomes strategic, not scattered. See everything on one page with your Asset-Map®, a smart plan for cash flow and bonuses, and quarterly action steps that keep your wealth in motion.
Walk-Away Wealth Blueprint
Your personalized roadmap to make work optional — on your timeline. You’ll know your Walk-Away Number and target date, have your investment and savings strategy mapped directly to your freedom goal, and see real-time “what-if” scenarios so every decision feels confident and clear.
Smart Tax & Cash Flow System
Keep more of what you earn — legally and strategically. Get proactive tax planning around commissions and bonuses, a structure that turns income swings into steady wealth, and tax-efficient investing with Roth and Mega Backdoor strategies built in.
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