Once you get your feet on the ground, it’s time to be sure your practice is running efficiently, you have sufficient cash reserves, are planning for tax efficiency, sufficiently insured, and planning for whatever is next – new equipment, new building, build-out and maximizing the value of the practice.
Mission Financial Planning is a friendly place where dentists and their families receive excellent, owner-specific strategies and financial planning and coaching.
Typical services include the following:
We’ll work with the professionals around you – your accountant, attorney, money manager, TPA, broker — to insure everyone is working together toward your professional and personal goals. We can work with your current providers, or we can recommend specialists that our clients have successfully worked with in the past.
Our ongoing process includes setting measurable financial benchmarks and ensuring a process for implementation and achievement of those goals that includes you personally and professionally.
We’d love to find out more about you, tell you about what we do, and see if we’re a fit. Please schedule an exploratory call today.