Come February, in our P.E.A.K Process® we discuss the benefit and risks associated with a clients Debt Rate and its impact on their financial efficiency. How their current debt service requirements stack up to current income, and how adding or reducing their leverage may impact their wealth. Debt isn’t always bad, but for our client, having an intimate understanding of how debt is impacting the likelihood they live out their dreams they write down helps make those plans come true.
Deliverables: A clear Debt Rate number (the lower a number the less leverage risk), the change from 1 year prior, the metrics from other Dental Professionals in their Cohort.
Meeting Cadence: Asymmetric