Defining Goals: We start with open, collaborative conversations to define your long-term lifestyle and financial goals—both personally and professionally.
Diagnosis: Next, we take a comprehensive look at your financial picture—from practice expenses, income, and insurance coverage to debt, taxes, and investments. This is a judgment-free process focused on analysis and clarity. Our second opinion gives you confidence that you're on the right path—or points you toward a better one.
Written Financial Plan: Using the insights from our diagnosis, we develop a customized summary outlining the benefits of our recommendations. The fee for this report depends on your specific situation and will be clearly explained before we proceed. There’s no obligation to move forward—but most clients choose to.
Implementation: You’re busy running a practice, so we create a plan that’s as close to turn-key as possible. Acting as the quarterback of your professional advisory team, we ensure that every step is executed on time, within budget, and with minimal disruption to your day-to-day operations.
Monitoring: Financial planning isn’t a one-time event. We conduct regular check-ins and reviews to keep your plan on track, making adjustments as your life, practice, and goals evolve.
About the Program: The Net Worth Builder™: The Net Worth Builder program is the result of years of experience helping dentists bring order, strategy, and momentum to their financial lives. Many dentists juggle an overwhelming schedule, balancing family life, managing a practice, and coordinating advice from multiple professionals. Too often, those professionals don’t talk to each other, leaving you with a fragmented plan and untapped opportunities. At TMFD Financial, we change that. We plan, document, and implement a unified strategy that aligns your practice and personal goals. From optimizing cash flow to proactive tax planning, we connect the dots so your financial plan works as one. With a clear, integrated plan in place, you’ll gain clarity, confidence—and a renewed sense of control over your future.
