Many dentists who own their dental practice invest significant sums of money into their practice rather than savings and investments. This can leave a lower amount of residual monies to invest especially if it has been a tough year.
At DFA, we will look at how to create an inclusive holistic financial plan to unlock the potential of the dental practice to help fund your protection premiums and allow saving into pensions and investments. We will agree a realistic timescale to implement any recommended changes and progress the plan forwards.
We will prioritise the issues which we believe need to change and create a timescale for when these should be implemented. It is important factor that we establish the required output from the practice to achieve all your financial needs and goals.