The Process
Doctor's Financial Network will work together with you and (your spouse or partner) as a team, to achieve future financial success. We will maintain a commitment to quality and professional services. We will create an atmosphere conducive to our client's comfort, confidence and trust, therefore establishing a beneficial and prosperous relationship between our clients and our company.

Doctor's Financial Network has worked with thousands of dentists, across the country, coast to coast, over the past twenty -five years. The steps within our process are to recommend systems to provide better control of your practice and personal financial life. Here are the 10 STEPS we use to help you to exercise control over your financial future.

EDUCATE you how money works. Develop an AWARENESS of your current situation. Discover how to use your STRENGTHS and eliminate WEAKNESSES. Create a VISION of your future. Illustrate the ROADBLOCKS presently standing in your way to achieve your VISION. Develop STRATEGIES to overcome these obstacles. IMPLEMENT the tools, both financial and otherwise, to help you achieve SUCCESS. Emphasize the importance of MAXIMIZING YOUR PRACTICE PROFITABILITY When needed, experienced ADVISORS will be called upon to assist you. When the process is complete you will have a personalized 'GAME PLAN'.


THE INITIAL STEP A phone call with Dr. Doherty is your first step. This call will help establish what your chief concerns and needs are. Areas of concerns could include: " assistance in setting personal future financial security " analysis of all critical issues " calculate how much you will need to comfortably retire " institute better accounting systems " maximize practice income " implement a childrens college fund with inexpensive pre-tax dollars " manage practice and personal spending " reduce debt when and how correctly " how to save 10% of your gross practice production " evaluate for you the best investment management " determine how to reduce your tax liability " protect your family and assets from the unexpected.
THE NEXT STEP

In addition to establishing your concerns and designing an action plan for your personalized consultation, we will also discuss available dates, location and fees during this call.

CONSULTATION LOCATION Dr. Doherty's Consultations are conducted in Stuart, Florida (40 miles north of Palm Beach or if you prefer, your location.

CONSULTATION SERVICES Phase 1 - Your 'Action List' will be established. We work with you and your spouse/partner to design a personalized 'Game Plan' that will move you towards your financial goals that addresses both personal and professional financial concerns. Phase 2 - Three Month Unlimited Follow-Up To help implement the plan of action, Dr. Doherty will provide consulting assistance as needed for three months following the completion of Phase 1. We will continue to assist you, answering questions and addressing issues in the financial plan for this period, and will assist you in implementing the financial strategies which you have determined to pursue. ADDITIONAL SERVICES Annual Planning Review and Update annual review meeting of all plan details ongoing counseling in all aspects of the client's financial life ongoing monitoring of investment results annual estimated tax plan and forecast additional assistance as requested by the client



Call today 772-225-3021

Stuart dentist, Dentist in Stuart, FL