INITIAL MEETING
The Complimentary, No-Obligation Meeting
We get to know the doctors and practice’s current financial status. DFS team members meet with the doctor and discuss the financial symptoms, ascertains the goals about their personal and practice financial health. We provide a checklist of documents required to proceed with the second meeting. We also answer any questions you may have about your finances.
SECOND MEETING
Financial Diagnosis & Treatment Plan
During the second meeting, DFS team members present the financial diagnosis including a detailed gap analysis of the current situation and recommendations to maximize the doctor’s and practice financial goals. DFS team members also include a detailed checklist and the costs associated for each recommended component—DFS calls this process “Your personal financial health treatment plan”. If doctor and his CPA accepts the financial treatment plan DFS is formally engaged to begin the implementation process.
THIRD MEETING
Confirmation & Ongoing Review
During this meeting we will confirm that DFS team have taken actions on each of the components proposed on they financial health treatment plan. DFS will schedule periodic follow up meetings to review, adjust or modify the financial treatment plan as needed.