Financial planning as unique as your dentistry practice.
Why do dentists work with NaviPath Financial?
Dentists have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Dentists also need an advisor that will give unbiased advice that is not dependent on selling a product.
At NaviPath Financial, we offer consultative advice and understand the dental industry so that we can provide unique insight into the complexity of a dentist’s financial future. Listed below, are reasons why a dentist would want to work with an advisor who understands their specific needs.
1Organization
Dentists’ financial lives have many moving pieces and each of them have different priorities. We understand how to organize these into a financial plan that helps provide clarity to his or her personal and/or practice finances.
2Unique Issues
Dentists deal with many unique financial issues (compliance, tax, legal, risk management, etc.). The strategies we implement can help solve these issues or can be structured to fit specific needs. Please note as advisors we do not provide legal or tax advice.
3Professional Network
Access to NaviPath Financials’ extensive network of professionals that work specifically with dentists.
4Benefits
We can maximize retirement, insurance, and group benefits.
5Planning
There are many aspects of hiring an advisor that might be able to assist with planning. Click here to see the Vanguard Article for some thoughts.
6Avoidance of Comingling
Dentists’ personal finances are often co-mingled with the finances of their practices. This can create an uneven personal balance sheet and can ultimately lead to insufficient wealth accumulation outside the dental practice.
7Leveraging Practice Value
Understanding the value of a dental practice early on and its relationship to the expenses of a typical dentist’s lifestyle can be a huge benefit in helping him or her become financially independent.
8Lifestyle
Understanding the lifestyle many dentists enjoy and how to maintain that lifestyle during retirement years, may drive many financial decisions that might be overlooked by an advisor with less experience in the dental field.
9Transition Planning
Selling your practice for an optimal price and structuring tax-efficiently can make a big difference in a dentists’ financial independence. Dentists should start discussing transition planning early in their career.
10Accountability
One barrier to building wealth for dentists is lack of follow through on financial commitments. We help prioritize dentists’ goals and keep them accountable to reaching those goals. We regularly review your progress and help keep you on track.
11Objectivity
Along the same lines, we can also help you avoid emotionally driven decisions by being available to consult with you during key moments of the decision-making process.
12Proactivity
We help anticipate your practice and life transitions, so you can be financially prepared for them. We work with you to create the action plan necessary to address and manage these transitions ahead of time.
13Education
We can provide you with the specific knowledge that is designed to help you succeed financially. First, we understand your situation and then provide the necessary resources to facilitate your decisions. Finally, we clearly explain the options and risks associated with each choice.
14Coaching
We believe planning should be more than just financial. We can act as your coach, helping you pursue your goals both personally and professionally. We believe it takes someone who understands your background, philosophy, needs and objectives to help you.
Helping physicians manage their wealth.
See Why Physicians Work with Us
Why do medical professionals work with NaviPath Financial?
Doctors have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Doctors also need an advisor that will give unbiased advice that is not dependent on selling a product.
At NaviPath Financial, we offer consultative advice and guidance to the medical industry so that we can provide unique insight into the complexity of a medical professional’s financial future. Listed below, are reasons why a medical professional would want to work with us.
1Organization
Doctor’s financial lives have many moving pieces and each of them have different priorities. We understand how to organize these into a financial plan that helps provide clarity to his or her personal and/or practice finances.
2Unique Issues
Doctors deal with many unique financial issues (compliance, tax, legal, risk management, etc.). The strategies we implement can help solve these issues or can be structured to fit specific needs. Please note, as advisors, we rely on our network of tax and legal professionals for advice.
3Professional Network
Access to NaviPath Financials’ extensive network of professionals that work specifically with medical professionals.
4Benefits
We can maximize retirement, insurance, and group benefits while helping manage costs.
5Planning
There are many aspects of hiring an advisor that might be able to assist with planning. Click here to see the Vanguard Article for some thoughts.
6Lifestyle
Understanding the lifestyle many medical professionals enjoy and how to maintain that lifestyle during retirement years, may drive many financial decisions that might be overlooked by an advisor with less experience in the medical field.
7Life After Work
What is financial independence? What does that mean to you? Deciding whether you retire fully at 65, reitre at 55, work part-time or never stop working. We have experience asking questions that will help you discover your ideal vision of the next chapter.
8Accountability
One barrier to building wealth for medical professionals is lack of follow through on financial commitments. We help prioritize goals and keep you accountable to reaching your goals. We regularly review your progress and help stay you on track.
9Objectivity
Along the same lines, we can also help you avoid emotionally driven decisions by being available to consult with you during key moments of the decision-making process.
10Proactivity
We help anticipate your life transitions, so you can be financially prepared for them. We work with you to create an action plan necessary to address and manage these transitions ahead of time.
11Education
We can provide you with the specific knowledge that is designed to help you succeed financially. First, we understand your situation and then provide the necessary resources to facilitate your decisions. Finally, we clearly explain the options and risks associated with each choice.
12Coaching
We believe planning should be more than just financial. We can act as your coach, helping you pursue your goals both personally and professionally. We believe it takes someone who understands your background, philosophy, needs and objectives to be a sounding board to make the best decisions.
NaviPath Financial specializes in ongoing and comprehensive financial guidance to medical professionals. They are independent, unbiased and act as fiduciaries to serve your best interest.
Offering business owners and executives the best advice and resources for you and your family.
See Why Businesses Work with Us
Why do business owners work with NaviPath Financial?
Business owners have unique needs and concerns that require an additional level of advice that advisors who work with all types of clients may not have. Business owners also need an advisor that will give unbiased advice that is not dependent on selling a product.
At NaviPath Financial, we offer consultative advice and understand the business owner so that we can provide unique insight into the complexity of a business owner’s financial future. Listed below, are reasons why a business owner would want to work with an advisor who understands their specific needs.
1Organization
Business owners’ financial lives have many moving pieces and each of them have different priorities. We understand how to organize these into a financial plan that helps provide clarity to his or her personal and/or business finances.
2Unique Issues
Business owners deal with many unique financial issues (compliance, tax, legal, risk management, etc.). The strategies we implement can help solve these issues or can be structured to fit specific needs. Please note as advisors we do not provide legal or tax advice.
3Professional Network
Access to NaviPath Financials’ extensive network of professionals that work specifically with business owners.
4Benefits
We can maximize retirement, insurance, and group benefits while helping manage costs.
5Planning
There are many aspects of hiring an advisor that might be able to assist with planning. Click here to see the Vanguard Article for some thoughts.
6Avoidance of Comingling
Business owners’ personal finances are often co-mingled with the finances of their business. This can create an uneven personal balance sheet and can ultimately lead to insufficient wealth accumulation outside the business.
7Leveraging Business Value
Understanding the value of a business early on and its relationship to the expenses of a typical business owner’s lifestyle can be a huge benefit in helping him or her become financially independent.
8Lifestyle
Understanding the lifestyle many business owners enjoy and how to maintain that lifestyle during retirement years, may drive many financial decisions that might be overlooked by an advisor with less experience in the field.
9Transition Planning
Selling your business for an optimal price and structuring it tax-efficiently can make a big difference in a business owners’ financial independence. Business owners should start discussing transition planning early in their career.
10Accountability
One barrier to building wealth for business owners is lack of follow through on financial commitments. We help prioritize business owners’ goals and keep them accountable to reaching those goals. We regularly review your progress and help keep you on track.
11Objectivity
Along the same lines, we can also help you avoid emotionally driven decisions by being available to consult with you during key moments of the decision-making process.
12Proactivity
We help anticipate your business and life transitions, so you can be financially prepared for them. We work with you to create an action plan necessary to address and manage these transitions ahead of time.
13Education
We can provide you with the specific knowledge that is designed to help you succeed financially. First, we understand your situation and then provide the necessary resources to facilitate your decisions. Finally, we clearly explain the options and risks associated with each choice.
14Coaching
We believe planning should be more than just financial. We can act as your coach, helping you pursue your goals both personally and professionally. We believe it takes someone who understands your background, philosophy, needs and objectives to be a sounding board to make the best decisions.
NaviPath Financial specializes in ongoing and comprehensive financial guidance to business owners. They are independent, unbiased and act as fiduciaries to serve your best interest.
