Prosperity Design Suite of Services
Prosperity Design guides Dentists, Physicians, and Business entrepreneurs to achievements within and beyond the workplace. Primarily focusing on personal well-being, family life, personal/business finances, and the future. It’s a blueprint to design the prosperity you want in every aspect of your life.
(Click on each service to view service details)
In-depth analysis to identify areas for financial optimization, ensuring increased profitability. Tailored strategies to enhance revenue streams and minimize unnecessary expenses.
Personalized goal settings sessions to align short-term and long-term objectives for your personal life, practice and finances. Continuous tracking and adjustments to ensure successful goal achievement.
Strategies to integrate work, life, balance, reduce stress, and enhance overall well-being.
Customized approaches to prioritize self-care and mental health.
A comprehensive evaluation of potential avenues to diversify your business, creating multiple income streams.
Strategic planning to minimize risk and maximize returns on new business ventures.
A cost segregation study allows property owners to maximize the depreciation of their real estate assets by frontloading depreciation deductions for specific classified assets.
A cost segregation study segregates a building's assets into specific classifications and depreciation periods for income tax purposes.
Collaborative development of a robust retirement plan, considering your needs, financial goals and timeline.
Regular reviews and adjustments to ensure continued alignment with evolving needs.
Detailed budgeting strategies to manage expenses and allocate resources effectively.
Implementation of savings plans and debt reduction strategies to foster financial stability.
Personalized investment strategies, aligned with your risk tolerance and financial aspirations.
Ongoing monitoring and adjustments to capitalize on market opportunities.
Customize insurance solutions to safeguard both your family and business in the face of unforeseen events.
Periodic reviews to ensure coverage adequacy in changing circumstances.
Comprehensive coverage analysis to mitigate financial risks associated with disability or extended care needs.
Tailored insurance solutions to provide financial security during challenging times.
Strategic planning to optimize, Social Security, benefits, maximizing your retirement income.
Guidance on timing and claiming strategies for a secure financial future.
Collaborative development of a comprehensive estate plan to protect and transfer assets seamlessly.
Ongoing reviews to accommodate challenges and family dynamics or financial situations.
Integrating philanthropic goals into your financial plans fosters a positive impact on causes you care about.
Structured plans to optimize the tax benefits of charitable contributions.
Proactive tax planning to minimize liabilities through strategic deductions and compliance.
Regular updates on changing tax laws to ensure continued optimization.
Access to tailored financial solutions that support the growth of the economic health of your business.
Financial institution partnerships, to streamline banking processes.
One of the most critical roles legal counsel plays is protecting your business from a myriad of potential legal disputes and liabilities that arise in day-to-day operations.
Contracts with suppliers, employer agreements, or customer/patient transactions all come bundled with legal nuances.
Implementation of effective collection, strategies and client-friendly payment plans.
Improved cash flow management for sustained business growth.
Establishment and management of retirement, benefits for your team, fostering, loyalty, and retention.
Regular reviews and updates to align with changing employee needs.
Resolution of outstanding tax issues through strategic planning and negotiation.
Implementation of measures to ensure future tax compliance and financial stability.
Overseeing business processes to maximize long-term profitability.
Monitor processes and operations, identify wastefulness and areas for improvement, and implement strategies to make operations as efficient as possible.
Optimize your marketing efforts to acquire, higher quality patients on a more consistent basis.
Provides increased experience and knowledge to effectively manage your marketing for lower cost, stress, and confusion, while at the same time getting you better results.
Streamlined supply chain management to reduce cost while maintaining quality standards.
Vendor, negotiation, and evaluation to ensure optimal pricing and reliability.
Optimize your marketing efforts to acquire, higher quality patients on a more consistent basis.
Provides increased experience and knowledge to effectively manage marketing for lower cost, stress, and confusion, well at the same time getting you better results.