Comprehensive Written Financial Plan

comprehensive written financial plan

A Personalized Financial Roadmap for Dentists

Tax and financial planning involves assessing your personal and dental practice’s financial situation, determining your long-term goals and objectives, and formulating strategies to achieve these successfully. Financial planning should become a continuous activity in which the plan is reviewed regularly and performance is measured against designed targets.

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. The financial plan provides a written 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.

Through careful reflection and consultation, we document a written financial plan that helps you to align your practice with your life and keep more of what you earn. We help to implement the many dimensions of your finances around a defined vision. With this crafted master plan, you will have a road map for your practice and life to guide you to where you want to go next, moving forward with clarity and purpose to make your vision a reality.

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.

Everyone needs a plan for the future. Even if you are at the top income level, you need to take steps to make the most efficient use of your practice cash flow to ensure a secure financial future. Developing well-defined goals and implementing appropriate strategies will turn your dreams into reality. That’s why you need personal financial planning.

Personal financial planning is a process, not a product. It is an organized, well-planned system of strategies that uses your existing financial resources to achieve your short-term and long-term goals.

The best financial plan is useless unless it is documented, put into action, monitored, and continually revised as circumstances change. We not only help you design your action plan, we also ensure that your plan is implemented, monitored, and modified as time goes on, so that you stay on track.

Whether you are looking for effective strategies to start or buy a dental practice, manage practice cash flow, or plan and implement a proposed practice transition for retirement, we can help. Don’t delay; start keeping more of what you earn today.

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