Here are a few of the organizations whose professionals we’ve worked with:
Strategies
We tailor strategies specifically for MedSales Pros
You're stuck on financial autopilot.
Month after month, commission checks roll in—but it feels like you’re just chasing numbers without a bigger plan. Are you building wealth with purpose, or just drifting from deal to deal?
Your money isn’t aligned with your true goals.
Your financial priorities aren’t aligned with your real goals—you’re spending without building toward the freedom you want. Do you have a plan that connects your commissions to your vision and values?
You’re afraid of making financial mistakes—only to realize too late that your choices don’t support your goals. Do you have a plan that lets you live richly today while building security for tomorrow?
You're afraid to make financial mistakes.
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
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
02
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
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