Practice Owners
As an owner of one or more practices, you’ve likely acquired valuable business experience over the years either through “the school of hard knocks” and some expensive mistakes, or with the help of colleagues and practice coaches. Either way, you feel established and continue to work hard trying to manage and juggle a number of areas – the practice(s), family/personal lifestyle and your future retirement.
You may have built relationships with multiple advisors over the years. However, if these advisors don’t communicate with one another, or are following an agenda designed for their own benefit, your big picture plan will be fragmented. If that’s the case, you may be unaware that you are leaving money on the table.
At TMFD Financial, we work as a team to connect the dots, so that your big picture plan is cohesive and geared towards your success. We focus on growing your Net Worth, the bottom line on the scorecard that defines your success. This is done by reviewing and co-ordinating your:
Practice Cash Flow
Tax Reduction Strategies
Practice Productivity
Family Lifestyle Needs
Retirement Target
We’re in a very unique position to see a wide range of practices in every phase of maturity enjoying varying degrees of success. We are therefore exceptionally qualified to plan and implement the strategies needed to help you run a successful practice, simplify your life and build your net worth.
Some common, but not limited, subject areas where we can help you reach your goals include:
Tax & Financial Planning
Practice Cash Flow Management
Reducing Overheads/Improving Practice Efficiency
Practice benchmarking
Estate planning and insurance
Consolidation of bookkeeping services
Setting retirement need targets in place
Reviewing investments and savings plans
We welcome you to contact us today for an initial complimentary consultation.