The Provider Planning Difference

We are not traditional advisors

We:

  • Believe Investing In Yourself
  • Teach Strategies to Grow Your Income & Business
  • Only Work with White Coat Professionals
  • Are Growth Orientated
  • Educate You On Debt Free Strategies
  • Prove Your Business is a Better Bet than Wall Street
  • Create an Easy to Follow 10 Year Plan

Who is a good fit? Doctors who:

  • Want to Scale Their Business
  • Grow Their Net Worth
  • Push Yourself to Your Full Potential
  • Want to Gain the Freedom of Time and Money
  • Interested in Owning Business Real Estate
  • Entrepreneurial Minded
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What We Do Different

Independent, Unbiased, Fee-Only Advice

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  • Annual Planning Membership Fee
  • Meeting in Atlanta or Your City
  • Fee Paid 1 Time Upfront or 12 Monthly Installments
  • Quarterly Coaching Calls
  • We Do Not Manage Investments
  • Risk Management Review Available

Net Worth Focused

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  • Growing Your Net Worth
  • Focus on Debt Reduction
  • Dental Practice is the Asset You Control
  • Practice Can Provide Greatest ROI
  • Understanding the Business Performance

Integrated Financial Tracking

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  • Organize Your Finances on One Platform
  • Customize Your Financial Dashboard
  • Real Time Changes to Assets, Liabilities, and Net Worth
  • Access to Data via Smartphone, Tablet, or Computer
  • Personal Financial Statement Readily Available

Custom Advice for Business Owners

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  • Dentists
  • Plastic Surgeons
  • Dermatologists
  • One Day Meetings - Your Financial Freedom Day
  • Custom Designed 10 Year Financial Plan
  • Help You Achieve Your Personal & Professional Goals
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