When working with Dentists who are also practice owners, financial planning involves consulting onpersonal as well as practice finances. By understanding the connection a dentist has to the practice, and the impact the practice can have on the family, we’re able to plan in a way that works in the unique life of a dental practice owner.
Financial planning is very important; it helps people understand where they are, and creates a vision to work toward. Financial check-ups help assess investments, insurance, taxes, saving and spending, and identify action items and to-dos. Mission Financial Planning also provides monitoring and accountability, and helps clients stay on track.