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AMD & Associates Financial Group

AMD & Associates Financial GroupAMD & Associates Financial GroupAMD & Associates Financial Group

We Help Health Professionals Create Healthy Finances

Schedule A Financial Consultation

(502) 354-8812

AMD & Associates Financial Group

AMD & Associates Financial GroupAMD & Associates Financial GroupAMD & Associates Financial Group

We Help Health Professionals Create Healthy Finances

Schedule A Financial Consultation

(502) 354-8812

YOUR FINANCIAL JOURNEY STARTS HERE

Welcome! We, at AMD & Assoc., are dedicated to guiding you through the next stage of your financial journey. Our boutique financial practice is specifically designed to assist medical professionals in cultivating wealth and achieving financial wellness. We understand the unique needs of medical professionals like you, who are seeking advanced financial planning. Our goal is to help you live more and worry less by instilling confidence, flexibility, and net worth growth. 

Why Work Together?

We are proud to help you navigate and simplify the unique set of challenges medical professionals face. From managing student debt to fluctuating income and complex tax implications, the road to financial security can seem complex. We are not just picking top-performing stocks without uncovering hidden wealth transfers and minimizing unnecessary financial losses. Let's create a relationship with a clear and concise roadmap that we'll strategically implement yearly toward your prioritized goals. 

Book Series Section:

Welcome to our Wealth-Over-Riches Book Series.

1ST EDITION - 

"WEALTH OVER RICHES - 10 PRINCIPLES TO SHIFT FROM LOOKING RICH TO BUILDING WEALTH HABITS"

 

Wealth Over Riches:" by Ashaunda Davis, professional financial advisor, and coach. This book is not just about looking like you're living a life of luxury; it's about actually being wealthy. Here's how it can help professionals, power couples and mogul millennials:


  • Learn to cultivate a wealth mindset, behaviors, and habits that lead to lasting financial success.
  • Gain insights into effective money management strategies tailored to the unique challenges faced by power couples and mogul millennials.
  • Discover practical tips for building wealth while maintaining a luxurious lifestyle without the stress of paycheck-to-paycheck living.
  • Uncover the truth behind common financial misconceptions and how to avoid falling into the trap of living beyond your means.
  • Develop a clear roadmap for financial independence and retirement planning, ensuring a secure future for you and your loved ones.



Purchase W-O-R - 1st Edition - PAPERBACK COPY BOOK

2nd Book in the W-O-R Series- Men's Edition


"WEALTH-OVER-RICHES - 

10 PRINCIPLES FOR MEN TO SHIFT FROM LOOKING RICH TO BUILDING WEALTH""

 

 "Wealth Over Riches - Men’s Edition" is a groundbreaking guide tailored for African American men, aimed at unlocking the doors to genuine financial prosperity. Here's how this book will serve as a catalyst for your financial empowerment:

  • Cultivate a Wealth Mindset: Transition from valuing appearances to focusing on the accumulation of enduring wealth.
  • Develop Financial Habits: Learn practical tips and habits for effective financial management, ensuring your financial stability and security for the long term.
  • Navigate Wealth Challenges: Overcome the financial hurdles commonly faced by African American men, including premature wealth transfers and prevalent misconceptions about wealth.
  • Build Lasting Wealth: Follow a step-by-step plan to create a clear path toward wealth accumulation, ensuring a prosperous future for you and your family.
  • Transform Your Legacy: Empower future generations by leaving a legacy of financial wisdom and wealth-building principles within your family and community.

This book is designed to be a transformative tool for African American men, providing the knowledge and strategies needed to shift from merely looking rich to truly building and sustaining wealth. 

PURCHASE - W-O-R - MEN'S EDITION - PAPERBACK COPY BOOK

Pre-Order Your Copy of W-O-R WoMen's Edition Now!

Wealth Over Riches: Women's Edition - 10 Principles to Shift from Looking Rich to Building Wealth" is financial empowerment for African-American women. The book aims to guide readers through the process of building sustainable wealth and achieving financial success. Here are the key points that describe how the book will help African-American women:

  • Cultivate a Wealth Mindset: Transition from a focus on material symbols of wealth to the pursuit of substantial, long-term wealth accumulation.
  • Actionable Insights: Learn practical steps and transformative insights for effective wealth building and financial management.
  • Interactive Engagement: Apply the book's teachings through interactive action items that translate theory into practical, result-oriented actions.
  • Investment Strategies: Access investment strategies that align with personal financial goals, enabling informed decision-making for wealth creation.
  • Legacy Building: Understand the significance of legal documentation and estate planning to secure a legacy that benefits future generations.

The book is designed to be a comprehensive guide for African-American women on their path to financial empowerment and abundance, with a focus on creating a lasting legacy of prosperity.

Pre-Order W-O-R WoMEN'S EDITION - PAPERBACK COPY

Get The Love Bundle - W-O-R Men's & WoMen's Edition Now!

PURCHASE W-O-R Men's & WoMEN'S EDITION - PAPERBACK COPY

TAKE ACTION - Step 1: Schedule a Financial Clarity Consultation

If you are a medical professional who desires to both THINK LIKE THE WEALTHY AND GROW YOUR WEALTH so they can live more and worry less and you want to have a financial plan that creates confidence, flexibility, and the growth of a positive 6-8-figure net worth   


 Step 2:  Start Your Assessment 

https://www.livingbalancesheet.com/lbsVision/lite/amdassociatesfinancialgroup



Schedule Your Consultation Today

WANT ACCESS TO FREE RESOURCES?

Download Free Resources Below

 

  • Are you ready to revolutionize your finances as a medical professional?
  • Ready to master your finances and build healthy wealth as a medical professional? 


Picture yourself thinking like the wealthy, expanding your wealth, and living with confidence and flexibility, ultimately achieving a positive 6-8-figure net worth. Subscribe now and ignite your journey towards financial triumph today!

Budget "Spending Plan" Worksheet (xlsx)

Download

Get your Estate Affairs Together Checklist (2pgs) (pdf)

Download

Financial Fitness Worksheet (AMD) (pdf)

Download

About Ashaunda' Davis & AMD & Associates Financial Group

My Journey

 

- Embark on a Journey with Ashaunda' M. Davis - 

Picture a young, ambitious professional in he 20s - that was me. At a pivotal moment, I sought financial advice from various male advisors and even enrolled in Financial Peace University courses. Yet, none could provide the detailed and personalized guidance I craved. Frustrated by the lack of options, I decided to take matters into my own hands.  What followed was an arduous yet enjoyable journey, leading me to discover my passion for helping other navigate the complexities of their financial lives.


Fast forward to today, and my team and I are dedicated to assisting you with everything - from investments to insurance, and the day-to-day intricacies of life, such as budgeting, saving for significant events, and eliminating debt. Your financial journey is a personal one, and I'm here to guide you every step of the way.


 

- Professional Approach - 

 In my financial planning practice, I bring a unique approach, aiming to help you uncover money you may be losing unknowingly and unnecessarily. It's like solving a puzzle – connecting the pieces of your financial picture to create an ideal plan tailored to your goals. I believe in mitigating losses and creating a strategy that aligns with your values, ensuring that your financial journey is not just about transactions but about building a lasting relationship.Understanding that each family and business is distinct, my team and I prioritize getting to know you personally. Before recommending any products or services, we want to understand your goals, dreams, and aspirations. Your financial success is not just a destination; it's a transformative journey we embark on together.My journey from seeking financial advice to becoming a passionate financial planner fuels my commitment to guiding you through your financial landscape. Let's not only secure your present but also build a prosperous future that reflects your unique aspirations.Ready to embark on your financial journey? Let's have a conversation about your goals and aspirations today. Together, we can turn your financial dreams into reality. 

Helping you live your best life.

  Ready to connect with us? 



Our financial conversation starts with you - your life, your family, your priorities, and your goals.


We're here to listen, to understand what matters most to you, and to design a financial plan that fits your unique situation.


It's not just about finances, it's about helping you live your best life by achieving the financial milestones that truly matter to you.







Our Unique Approach:

 

 Let's make it happen if you are:


  • A medical professional eager for advanced financial planning strategies and guidance.
  • A male physician/business owner/executive ready to shift from looking rich to building substantial wealth.
  • A woman physician/business owner/executive feeling behind in structuring, saving, or investing due to your family demands.
  • Going through a work transition and excited to explore financial options with your 401k.
  • Not feeling the love with your current advisor or DIY approach and want a fresh perspective.
  • Are you a CPA, Counselor, or Mortgage Lender on the lookout for a valuable resource for your clients.

About Us

Platinum Level Team

One of our tenants as a world-class team is to provide white-glove service to white-coat medical professionals who serve our communities. 

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Speaker Request Section:

 

Are you looking to inspire your audience with insights on financial empowerment and personal development? 


Request Ashaunda' Davis as a speaker for your next event!


For inquiries and bookings, please contact us at:  

Request a Speakers  Sheet - ashaundadavis@gmail.com

Wealth - Over - Riches

Atlanta, Georgia 30080, United States

(502) 354-8812

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