The Tooth Sleuth Podcast

The Tooth Sleuth podcast is hosted by Greg Essenmacher, Principal at GnA consult. "Helping Dentists and Dental Professionals Maximize Their Potential"—From vision to execution-creating business strategies that work!

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The Tooth Sleuth Podcast

TTS020 - Drew Phillips

March 21, 2023 • Greg Essenmacher • Episode 20

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“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:

Meet “Base Level Needs”
Lifestyle Needs
Future/Retirement Needs
(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

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