Are you confident and clear on the financial decisions you’re making today — and the impact that those decisions have on your tomorrow?
Get the 6 Financial Planning Fundamentals every group practice owner needs to know.
You'll receive information and tools you need to organize, protect and grow all your financial resources — including your group practice — to support you leading your great life.
Understand and have actionable next steps in each of the six key domains:
- Right Mindset & Focus: Step into the CEO role both in your practice and in life.
- Right Data: Are data driving your practice and personal financial decisions to optimize positive impact?
- Right Structure: Are your assets, debt & income structured to optimize wealth creation and minimize taxes?
- Right Risk: Do you have the right policies and procedures to protect your practice, your income, your wealth and your loved ones?
- Right Exit: What steps can you take today to maximize the value of your group practice when you inevitably exit. (Even if that’s decades away.)
- Right Team: Who’s supporting you and covering your blind spots? Do you understand where their responsibility ends, yours begins — and where there may be gaps?
You'll walk away with simple and actionable ideas to ensure the financial decisions you're making — both in your practice and in your personal life — are setting you up for long term success.
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