This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

In this inaugural episode of the financial wellness 101 series, James takes you on a journey to “get it together forever” financially. Imagine stepping into the shoes of a brand-new IM Wealth client, guided by James himself. No more cookie-cutter solutions from internet gurus—this path is tailored to your terms.

As technology and AI reshape our world, James warns the importance of understanding your motivation. Why take control of your money? Beyond fleeting enthusiasm, discover what sustains you when the initial spark fades. Motivation wanes and just how the gyms fill in January and empty in February every year… You must discover what will keep you going after that initial motivation wanes. This IMPACT primer helps you unearth your deeper purpose, empowering you to master your financial vital signs.

Tune in and embark on a transformative financial journey—one that aligns with your unique aspirations.

Click here to access your free financial wellness 101 playbook

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.