“Goal-based, Comprehensive Financial Planning”

This week’s guest, Drew Phillips, provides CPA, business consulting, business and personal financial planning, and investment management services to privately owned dental and medical practice owners. 

Drew shares what it means to be a Comprehensive Financial Planner:

• Accounting-all about the past, what already happened.
• Finance-forward looking.

Process with clients moves in stages:

1. Meet “Base Level Needs”
2. Lifestyle Needs
3. Future/Retirement Needs
4. (where the fun is) Investment/Increased Lifestyle Needs

Reach out to Drew here:
https://practicecfo.com/team/drew-phillips/

Hosted by Greg Essenmacher
Produced by T Door Productions