Symptom:

How do I best balance my current lifestyle spending and saving for the future?

When you are the practice owner, you have three district roles:
  • Clinician
  • Manager
  • Owner
You should be receiving a separate paycheck for each role.
Current Lifestyle spending should come from your Clinician and Manager paychecks.
Investment income comes from the Owner's paycheck and should be directed towards:
  • Retirement
  • Practice improvements
  • Reducing debt
  • Other investments

"We thank you for giving us so much hope for our futures. Steve and I are eternally grateful that our paths have crossed. You and your team make us feel SAFE. Steve and I work hard everyday, but we know that you protect and guide us so that the fruits of our labor do not go wasted. Words cannot describe what you mean to us. We are proud to be a part of your family."
Dr. Trilla Cajulis, DDS