The Provider Planning Difference
We are not traditional advisors
We:
- Believe Investing In Yourself
- Teach Strategies to Grow Your Income & Business
- Only Work with White Coat Professionals
- Are Growth Orientated
- Educate You On Debt Free Strategies
- Prove Your Business is a Better Bet than Wall Street
- Create an Easy to Follow 10 Year Plan
Who is a good fit? Doctors who:
- Want to Scale Their Business
- Grow Their Net Worth
- Push Yourself to Your Full Potential
- Want to Gain the Freedom of Time and Money
- Interested in Owning Business Real Estate
- Entrepreneurial Minded
What We Do Different
Independent, Unbiased, Fee-Only Advice
- Annual Planning Membership Fee
- Meeting in Atlanta or Your City
- Fee Paid 1 Time Upfront or 12 Monthly Installments
- Quarterly Coaching Calls
- We Do Not Manage Investments
- Risk Management Review Available
Net Worth Focused
- Growing Your Net Worth
- Focus on Debt Reduction
- Dental Practice is the Asset You Control
- Practice Can Provide Greatest ROI
- Understanding the Business Performance
Integrated Financial Tracking
- Organize Your Finances on One Platform
- Customize Your Financial Dashboard
- Real Time Changes to Assets, Liabilities, and Net Worth
- Access to Data via Smartphone, Tablet, or Computer
- Personal Financial Statement Readily Available
Custom Advice for Business Owners
- Dentists
- Plastic Surgeons
- Dermatologists
- One Day Meetings - Your Financial Freedom Day
- Custom Designed 10 Year Financial Plan
- Help You Achieve Your Personal & Professional Goals
Business Hours
Monday: 9am - 5pm
Tuesday: 9am - 5pm
Wednesday: 9am - 5pm
Thursday: 9am - 5pm
Friday: 9am - 5pm
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