Net Worth Growth Consultation
Net Worth Builder
Our TMFD Financial team works with dentists to provide cost effective and intelligent tax* and financial planning strategies designed to help you align your practice with your life, keep more of what you earn, and build your net worth. We provide a complimentary, no obligation consultation or second opinion where our team will assess your tax*, practice and personal financial affairs. Our experienced experts know the dental profession, so we can ensure that you have a plan that is optimized, consolidated and implemented for your financial needs. We immerse ourselves collaboratively in your life to create the game plan that gives you the freedom to grow by working smarter not harder.
Defining Goals
We take the time, meeting with you in open dialogue to determine your long-term lifestyle and financial objectives.
Diagnosis
We assess each aspect of your financial life – your practice expenses, income, disability and life insurance coverage, personal and practice debts, miscellaneous financial obligations, taxes, investments and more. We don’t judge your finances, we analyse them in order to obtain a proper diagnosis of your financial situation. With our second opinion, you can feel good about being on the right path.
Written Financial Plan
Based on our diagnosis, we create a detailed summary report spelling out the benefits of our recommendations. The fee for this report is relative to your particular situation, we’ll clearly outline the details and there is no obligation on your part to proceed. We do find however, that most of our clients choose to take this step.
Implementation
Our goal is cost-effectiveness and convenience. Your priority is running your practice. Therefore we draw up a detailed plan that is very easy for you to implement – practically ‘turn-key’. As the quarterback to your professional support team, we ensure tasks for implementation are completed on time and within specified budget.
Monitoring
Every effective plan needs monitoring in order to stay on course. We support your progress through periodic review and suggestions for corrective action if and when necessary.
About The Program
The Net Worth Builder program is the culmination of years of experiences put into practice. We’ve found that dentists can build overwhelming schedules managing their practice and family matters as well as liaising with a multitude of various advisors. They often spend vast amounts of time and energy trying to co-ordinate others rather than focusing on what they do best.
Typically, other advisors don’t communicate with one another and even if they do, your financial plan will not be a joint effort. The result is a fragmented big picture plan, which means you could be leaving money on the table.
The difference is that at TMFD Financial, we plan, document and implement the big picture plan for you. We integrate your overall practice and family’s personal goals, and coordinate cash flows and tax planning strategies to achieve a unique financial plan with long-term results.
A plan with clear, attainable financial objectives can renew your sense of professional enthusiasm and assure those daydreams you have about your retirement are a sustainable reality!
Contact us today for an initial complimentary consultation, or to seek a second opinion.