The Living Balance Sheet

The Living Balance Sheet is the first step in optimally building wealth and paying off your student loans.  All members of the association receive no-cost online access to the Living Balance Sheet.  The Living Balance sheet identifies your financial goals and builds a step by step plan on how to optimally achieve each one.  Furthermore, the data in the Living Balance sheet will help your other advisers, like your CPA and attorneys, know how to best work with you.

 Join the Choice Medical Association to get free online access to the Living Balance Sheet. 


The Philosophy

Protect Your Todays

  • It is vital to your financial future to protect the assets you do have in order to really be able to plan for the future.

Become a World Class Saver

  • Save. Save. Save. Make saving a habit and you are on

Have a Liquid Life Events Fund

  • It is important to have a liquid fund that you can access at any time in case of an emergency.

Become Debt Free

  • Financial security can help you to pay off debt and stay out of it.

Find Out How the Choice Medical Association Can
Help You Build and Protect Your Wealth.