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Consultation Day

Once your Consultation Day arrives, we can finally start going through our Consultation Agenda. Discussing the topics listed below will allow us to get a complete assessment of your current situation. If you are interested in providing us more information for a consultation, please click on this link https://go.providerplanning.com/introcallrequest.  After that, we can begin to work on your 10 year plan. This is the stage where we can list the actions that should be taken to start the journey to your financial freedom.

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
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