I Am In Practice
What you should be doing now
Work with a knowledgeable and financial professional who has your interests at heart to;
· 
Step 1. Complete a comprehensive financial check-up
- Do you have a sound financial plan?
- Are you, your family, and your practice properly protected?
- Are you properly invested?
- Are you saving enough?
- Are you tax efficient?
Step 2. Diagnose potential shortfalls
- See above
Step 3. Develop a treatment plan
- You’re uncommon, so your treatment plan should be, too.
Step 4. Implement your financial treatment plan
- Do not procrastinate!
Common Questions
