Our Process

Every doctor is welcomed to a Complimentary Consultation Call with one of our Financial Freedom Consultants.  Whether in doctorate school, in residency, in an associateship position, or in ownership of a practice, we are committed to educating and serving the white coat community every possible chance we get.

What to expect from a Financial Freedom Day

We take a financial inventory of your life and establish your current Net Worth with complete clarity

  • You will learn how to build, maintain, protect, & grow your Net Worth by implementing consistent, healthy financial habits. 
  • You will learn how to properly track business & take-home margin. 
  • You will learn proper cash flow management systems for your business & personal finances. 
  • You will learn how to utilize debt amortization calculators and become debt-free. 
  • You will receive a custom online Financial Dashboard to track your Net Worth.
  • You will receive Action Items to complete in order to move you toward the goals you set, and we are on retainer to you for a year to help implementation.
Introduction to the Consultation Agenda and All the Topics We Cover
  • Tell Us Your Story
  • State of the Practice
  • Self Assessment
  • Goals Review

  • Net Worth

    • Building your next 10 years on the board
    • Data Review
    • Financial Dashboard
    • Personal Financial Statement / Balance
    • Sheet Changes / Corrections
    • Confirm monthly debt payments

  • Financials

    • Margin
    • Practice Margin
    • Take - Home Margin
    • What gets taxed
    • Tracking Personal Income
    • Financial Package with KPI's

  • Cash Flow

    • Cash Flow Management
    • Business: Daily Transfers
    • Personal: Automated Cash Flow Plan

  • Debt

    • Debt vs. Investments
    • Average ROR vs. Net ROR
    • Sources to Jump start paying off Debt
    • Amortization Calculation of all Debts and Scheduled Interest
    • Pay Down Plan

  • Retirement Income

    • Bucket Strategy vs Pipeline Strategy
    • Passive Income Streams

  • Real Estate

    • Real Estate Owning Discussion - Bubble Diagram
    • Three Entities - Practice/Building/Family Prioritize
    • Prioritize Income Streams
    • Video: The Founder Real Estate Scene(McDonalds)
    • Cost Segregation

  • Practice

    • Future Growth Rate of Collections
    • When Associates are Needed
    • How to Compensate Them
    • Maximizing Revenue/Chair
    • High Margin Procedures Kept in House
    • End of Day Reports
    • Daily Production Goals & Incentives
    • Maximizing Space & When to Expand
    • Expanding Hours & Days Open
    • Split Scheduling

  • Risk Management

    • Risk Assessment
    • Legal Documents - Wills/Trusts
    • Property & Casualty
    • Disability Insurance
    • Life Insurance
    • Completing your 10 Year picture - Filling in the Details

  • Recap

    • Actions Items
    • Value of the Day
    • Review Pre-Meeting Clarity Form
    • Any Questions?
    • Schedule your Next Planning Day
    • Testimonials