Comprehensive Written Financial Plan

comprehensive written financial plan

A Personalized Financial Roadmap for Dentists

Whether you are an associate dentist, a matured dentist, or a dentist who wants to transition and retire, there is no better time than now to put a financial plan into action with a written Financial Roadmap.

Personal financial planning is a process, not a product. It is an organized, well-planned system of strategies that use your existing financial resources to achieve your short-term and long-term goals. It is a process in which we help you set personal, individual, and family long-term financial goals through tax planning, investment strategies, asset allocation, risk management, retirement planning, and estate planning.

At TMFD Financial, we help implement the many dimensions of your finances around a defined vision. Through careful reflection and consultation, we will provide you with a written financial plan designed to help align your practice with your life and keep more of what you earn. You’ll have a strategy that sums up your goals and ambitions, what matters most to you, and the values that you believe are worth passing along to future generations.

The best financial plan is useless until it is documented, activated, monitored and continually revised. As circumstances change we ensure that your plan is modified as time goes on so that you stay on track.

Whether you’re looking for effective strategies to start or buy a dental practice, manage practice cash flow, plan and implement a practice transition for retirement or find yourself placed at the top income level, take effective steps now to ensure your financial future is secure.

We’re here to help create the road map that will move your practice and life forward with clarity and purpose, making your vision a reality.

Contact us today for an initial complimentary consultation, or for a second opinion.