4 Month Engagement - Implementation and Integration

We offer so much more than monthly results tracking and goal setting.

We become partners of your team for 4 months!  We begin by performing a full evaluation of your practice focusing on:

• Practice goals you are working towards and tracking progress
• Areas of risk
• Profit maximization strategies
• Associate payment structures/options
• Tax planning and strategy including corporate entity analysis
• Milestones and basecamps for long-term goals

Together, we will create your own fully customized results, statistics, and KPI tracker based on information that is important to you and your practice!  This begins with a detailed intake form to collect information about you and your practice - your goals, your style, your vision, your life!  We will then have an in-depth Zoom meeting, or series of meetings and phone calls, as needed to truly customize your workbook to get the information you need, to make decisions aligned with your vision!  Together we will create and implement the tracker and enter historical information to identify - and take advantage of - trends.  I will guide you on how use this workbook to view and calculate your monthly results and track the trends of those results over time.

Also included in this partnership is your owners' PERSONAL consultation on:

• Wealth management
• Asset preservation
• Retirement goals, exit strategies
• Your financial, strategic, practice related and personal questions 

We'll take you all the way through to the end - implementation and integration of all recommendations.  You'll have access to weekly calls and unlimited emails for 4 months, a thorough monthly review of results, strategies and progress.  We can discuss pivots and adjustments as necessary, plus on-going consulting at a discounted rate for life!

$1,000 initial set up, then $499 per month for 4 months