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?
You make top 1% income, but your wealth hasn’t grown like it should
Commission variability makes planning harder than it should be
You suspect you’re overpaying in taxes, but don’t know how to fix it
Your advisor doesn’t really “get” your MedSales compensation
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
Treating High Income as 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
Why MedSales Pros Choose Pulse Wealth
Most advisors treat you like a generic investor. We don’t.
If your advisor doesn’t specialize in MedSales, they’re not equipped to build your plan — and that gap is costing you wealth.
Here's the difference:
Most Advisors
“One-size-fits-all” planning
Limited understanding of comp plans
Overwhelming reports and jargon
Reactive, annual check-ins
Pulse Wealth
Built exclusively for MedSales Professionals
Planning aligned to commissions, bonuses, RSUs, quotas
Your entire financial life on one page
Proactive, quarterly financial strategy & accountability
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
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.
Family CFO 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