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:

  1. Practice Cash Flow
  2. Tax Reduction Strategies
  3. Practice Productivity
  4. Family Lifestyle Needs
  5. 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:

  1. Tax & Financial Planning
  2. Practice Cash Flow Management
  3. Reducing Overheads/Improving Practice Efficiency
  4. Practice benchmarking
  5. Estate planning and insurance
  6. Consolidation of bookkeeping services
  7. Setting retirement need targets in place
  8. Reviewing investments and savings plans

We welcome you to contact us today for an initial complimentary consultation.