"Any fourth grader can find the frank decay, but it takes a skilled, expereniced professional to identify the insidious demineraliztion that can lead to disaster."
What to Expect in Your Complementary Financial Check-UpTM
Over the course of my 12 year career in the financial services industry I have developed a Financial Check-UpTM for the dentists I work with. As a fee-only independent financial advisor who specializes in the dental industry, I help you diagnose conditions that could damage your overall financial health. During your Financial Check-UpTM I will meet with you 4 times and work together with you to find and fill the caries in your current financial plan.
I will diagnose problems in your financial health by anaylizing your personal finances and investments. My team will determine ways to improve savings for retirement, your net worth, cash flow, and dealing with the unexpected. At the end of this process I will reveal a custom tailored financial plan that ties all the puzzle pieces together. I’ll show you how to save more money for retirement with my techniques and specifically where it will come from.
What We Will Cover in Your Financial Check-UpTM
1st Meeting: Introduction - will take time review your current finanical situition and learn more about you.
2st Meeting: Concept Profiler - The Concept Profiler module helps me determine where to start the financial planning process by balancing your needs, preferences, and current financial situation.
3rd Meeting: Custom Meeting Based on Concept Profiler - This meeting will be a custom meeting based on your financial priorities that we discovered in meeting number two. We will review the findings of the concept profiler and then help to design treatment plans for your key financial issues. Some of the topics that could be discussed are Asset Allocation, Retirement, Life Insurance, Estate Preservation, Disability, and Long-Term Care.
4th Financial Statements - The Financial Statements module provides a clear and current financial picture for you by producing two key financial statements: Net Worth Statement and Cash Flow Statement. This module should be considered the cornerstone your plan.