Established Practice Owner

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:

  • organize your financial life
  • independent and objective recommendations and second opinions
  • build "what if" scenarios to explore possibilities
  • budgeting and cash flow (personal/practice) strategy
  • liabilities and debt management
  • tax conscious planning
  • education funding plans
  • insurance assessment
  • 401k / Defined Benefit (DB) plan facilitation
  • retirement scenarios, forecasts, distribution strategies
  • Social Security analysis and planning
  • trust, estate and gifting analysis
  • transition consideration
  • goal discovery and development
  • regular and consistent communication

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.

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