The Financial Leadership Solution eliminates your stress and reduces your cost of achieving financial mastery over your life by taking you through The Financial Health Assessment, The Capital Channel Mapping Process and The Execution Solution. Our team of experts take a financial leadership role through each phase of the process. Below we have explained each step of The Financial Leadership Solution.

The Financial Leadership Solution is based on the idea that everyone has a Unique AbilityTM1; which is something they are truly gifted at doing. Yours is clinical dentistry and providing leadership in your practice. Ours is helping dentists achieve wealth. Both of us have capabilities, creativity and resources. Combined we make you stronger. The Financial Leadership Solution allows you to swim in the comfort of knowing you have hired an expert.
 
 
The Financial Health AssessmentTM Through a special set of questions we help you identify what has to happen for you to feel really good about your personal and business progress over several timeframes. Through our unique financial models we reveal where you have been and where you are today. Through The Financial Health Assessment we uncover your current financial capabilities.
 

The Capital

Channel Mapping ProcessTM

 The Capital Channel Mapping Process takes the information created in The Financial Health Assessment and creates multiple scenarios and outcomes based on the assets and tools that are available to you. The Capital Channel Mapping Process creates the ideal capital structure that will allow you to achieve your specific intentions uncovered in The Financial Health Assessment.
 

The

Execution SolutionTM

 The Execution Solution allows you to focus on your practice while we focus on executing your plan. We work with commodity providers (lenders, insurance companies, real estate brokers) to fulfill your plan. Many times it takes multiple providers to complete a plan and we must speak with several of each to craft the ideal solution. This time consuming process is compressed through our proven system.
 
 

If you think you need

The Financial Leadership Solution TM

here are 2 ways to get started:

 

 

 

Option 1:

 The Financial Leadership SolutionTM

.

This is our complete 3-step program ideal for the dentist already in the midst of a project or ready to begin the project process and wants to delegate the financial aspect of the process to an experienced professional who will fight for his or her interests.

Option 2:

The Financial Health AssessmentTM 

.

This is the 1st step of The Financial Leadership SolutionTM and is ideal for any dentist who needs to analyze their current financial situation in order to understand their limitations and capabilities of reaching future goals.
     

 

 

Option 2: The Financial Health AssessmentTM

 

w The process starts with an introduction of our services

 

w Initial Financial Health Assessment phone conversation covering:

  • What are your expectations?

  • An in depth explanation of our Financial Health Assessment services.

  • Your past, present, future review.

  • Your pain discovery.

w We receive your financial information & follow up with questions if needed.

 

w We perform a detailed internal analysis and email the Financial Health Assessment report to you for review.

 

You May Have ALREADY Made A

$100,000 Mistake If You:
 

u  Signed a lease without a plan in place.

.

v  Bought a Condo Shell without a plan in place.

.

w  Asked your equipment vendor for financing.

.

x  Moved forward without a commitment letter from a lender.
 

 

w We have a detailed phone conversation of the findings and their impact to your current and future goals. These findings include, but are not limited to:

  • Lifestyle requirements

  • Credit Bureau Report analysis

  • Practice cash flow

  • Current debt structure

  • Debt Service Coverage Ratio

  • GAP Analysis

  • Potential lending obstacles

You May Have ALREADY Made A

$100,000 Mistake If You:
 

y  Decided to build space for a tenant without analyzing the

          return on investment.

.

z  Asked your builder how much it would cost to complete

          your project and used that number in your planning.

.

{  Borrowed money without understanding the other goals

          in your life that have to occur for you to feel real happy

          about your project.

 

 

Your Next Step:

 

If you are interested in either implementing the entire Financial Leadership SolutionTM or starting with the Financial Health AssessmentTM, your next step is to CALL or EMAIL us with your contact information.

 

We will respond by setting up a time where we can talk and can learn more about your specific situation.

 

Email either of us at:

David@FinanceGeeks.com or Tony@FinanceGeeks.com

 

Or call our offices at:  317-581-5664

 
 
 

 

Telephone us at 317-581-5664. See us on the web at www.financegeeks.com.

 

1 Unique Ability is a trademarked concept of The Strategic Coach